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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 | $1,464 | $27,632-94.7% | $61,399-97.6% | $68,495-97.9% |
| Participation rate | 87.5% | 39.5%+48.0pp | 52.6%+34.9pp | 67.9%+19.6pp |
| 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 | $1,465 | $1,264+16.0% | $2,124-31.0% | $4,028-63.6% |
| Admin fee / account holder | $15 | $2,010-99.2% | $2,131-99.3% | $5,403-99.7% |