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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 | $9,699 | $131,835-92.6% | $108,582-91.1% | $273,972-96.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.64% | -91.57%+94.2pp | -51.70%+54.3pp | 41.46%-38.8pp |
| Employer contribution / active EE | $628 | $4,913-87.2% | $3,758-83.3% | $4,869-87.1% |
| Participant deferral / active EE | $1,541 | $5,127-69.9% | $4,311-64.2% | $5,287-70.8% |
| Admin fee / account holder | $58 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |