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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 | $2,810 | $54,380-94.8% | $68,509-95.9% | $59,633-95.3% |
| Participation rate | 85.3% | 70.2%+15.1pp | 74.7%+10.6pp | 68.7%+16.6pp |
| Annual return | -0.48% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $17 | $1,539-98.9% | $2,278-99.3% | $2,203-99.2% |
| Participant deferral / active EE | $1,430 | $2,643-45.9% | $3,382-57.7% | $3,192-55.2% |
| Admin fee / account holder | $7 | $3,885-99.8% | $5,275-99.9% | $4,297-99.8% |