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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,889 | $52,279-90.6% | $89,435-94.5% | $79,856-93.9% |
| Participation rate | 80.9% | 57.5%+23.3pp | 68.0%+12.9pp | 69.6%+11.2pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,132 | $2,740-22.2% | $3,890-45.2% | $3,741-43.0% |
| Admin fee / account holder | $5 | $3,356-99.8% | $4,884-99.9% | $5,306-99.9% |