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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 | $4,210 | $67,214-93.7% | $61,491-93.2% | $134,509-96.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.08%+12.1pp | -12.98%+13.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,239 | $6,103-14.2% | $5,188+1.0% | $6,400-18.2% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,427-100.0% |