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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 | $958 | $27,632-96.5% | $61,399-98.4% | $68,495-98.6% |
| Participation rate | 81.6% | 39.5%+42.1pp | 52.6%+29.1pp | 67.9%+13.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,665 | $1,264+31.8% | $2,124-21.6% | $4,028-58.7% |
| Admin fee / account holder | $35 | $2,010-98.3% | $2,131-98.4% | $5,403-99.4% |