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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 | $5,433 | $95,895-94.3% | $79,576-93.2% | $134,509-96.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.53% | -2.72%-15.8pp | 0.15%-18.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,994 | $4,693-57.5% | $3,985-50.0% | $6,400-68.9% |
| Admin fee / account holder | $63 | $9,129-99.3% | $6,834-99.1% | $11,427-99.4% |