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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 | $18,129 | $160,059-88.7% | $140,019-87.1% | $135,379-86.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -5.23% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,249 | $6,420-80.6% | $5,605-77.7% | $4,779-73.9% |
| Participant deferral / active EE | $3,178 | $7,641-58.4% | $6,927-54.1% | $5,609-43.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |