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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 | $3,031 | $49,249-93.8% | $70,476-95.7% | $79,852-96.2% |
| Participation rate | 82.4% | 69.2%+13.2pp | 75.1%+7.3pp | 69.6%+12.7pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,272 | $2,769-17.9% | $3,710-38.8% | $3,740-39.2% |
| Admin fee / account holder | $21 | $2,878-99.3% | $3,847-99.5% | $5,306-99.6% |