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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 | $5,343 | $91,536-94.2% | $130,062-95.9% | $75,177-92.9% |
| Participation rate | 81.4% | 71.5%+10.0pp | 78.5%+2.9pp | 67.2%+14.2pp |
| Annual return | 17.34% | -631.62%+649.0pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $465 | $2,845-83.7% | $4,322-89.2% | $2,671-82.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $41 | $6,780-99.4% | $10,601-99.6% | $5,651-99.3% |