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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 | $14,747 | $82,678-82.2% | $125,391-88.2% | $68,490-78.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 9.65% | -5.97%+15.6pp | 572.41%-562.8pp | -7.85%+17.5pp |
| Employer contribution / active EE | $91 | $3,382-97.3% | $4,816-98.1% | $2,597-96.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $138 | $6,277-97.8% | $10,009-98.6% | $5,403-97.4% |