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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 | $23,630 | $160,059-85.2% | $140,019-83.1% | $135,380-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.55% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,266 | $6,420-80.3% | $5,605-77.4% | $4,779-73.5% |
| Participant deferral / active EE | $7,563 | $7,641-1.0% | $6,927+9.2% | $5,609+34.8% |
| Admin fee / account holder | $146 | $13,328-98.9% | $10,705-98.6% | $10,828-98.7% |