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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 | $17,655 | $167,353-89.5% | $143,797-87.7% | $134,545-86.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -17.58% | 0.48%-18.1pp | -0.04%-17.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $291 | $5,620-94.8% | $4,952-94.1% | $4,742-93.9% |
| Participant deferral / active EE | $2,478 | $6,447-61.6% | $5,638-56.0% | $6,401-61.3% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |