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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 | $55,527 | $531,693-89.6% | $286,620-80.6% | $531,693-89.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 79.5%+20.5pp | 85.7%+14.3pp |
| Annual return | -17.63% | -13.27%-4.4pp | -10.99%-6.6pp | -13.27%-4.4pp |
| Employer contribution / active EE | $2,564 | $26,843-90.4% | $27,423-90.7% | $26,843-90.4% |
| Participant deferral / active EE | $3,798 | $7,797-51.3% | $2,025+87.6% | $7,797-51.3% |
| Admin fee / account holder | $20 | $75,116-100.0% | $71,441-100.0% | $75,116-100.0% |