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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 | $4,060 | $142,392-97.1% | $119,622-96.6% | $134,532-97.0% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -19.95% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,027 | $6,467-53.2% | $5,601-46.0% | $6,401-52.7% |
| Admin fee / account holder | $119 | $13,593-99.1% | $10,328-98.9% | $11,429-99.0% |