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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 | $6,850 | $54,370-87.4% | $82,763-91.7% | $68,490-90.0% |
| Participation rate | 84.4% | 63.9%+20.4pp | 72.6%+11.8pp | 67.9%+16.5pp |
| Annual return | -10.20% | -13.67%+3.5pp | 702.45%-712.6pp | -7.85%-2.3pp |
| Employer contribution / active EE | $167 | $2,219-92.5% | $3,008-94.5% | $2,597-93.6% |
| Participant deferral / active EE | $1,327 | $3,247-59.1% | $4,395-69.8% | $4,028-67.1% |
| Admin fee / account holder | $256 | $4,398-94.2% | $5,325-95.2% | $5,403-95.3% |