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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 | $20,099 | $180,459-88.9% | $154,108-87.0% | $135,380-85.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.87% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $762 | $6,035-87.4% | $5,298-85.6% | $4,779-84.1% |
| Participant deferral / active EE | $2,361 | $5,806-59.3% | $5,081-53.5% | $5,609-57.9% |
| Admin fee / account holder | $154 | $16,145-99.0% | $13,411-98.9% | $10,828-98.6% |