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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 | $3,170 | $82,674-96.2% | $125,381-97.5% | $68,486-95.4% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,478 | $6,111-26.7% | $7,448-39.9% | $4,028+11.2% |
| Admin fee / account holder | $115 | $6,277-98.2% | $10,007-98.9% | $5,404-97.9% |