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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 | $1,394 | $142,409-99.0% | $119,634-98.8% | $134,545-99.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -11.51% | -12.46%+1.0pp | -14.98%+3.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $483 | $5,224-90.8% | $4,232-88.6% | $4,742-89.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47 | $13,594-99.7% | $10,329-99.5% | $11,431-99.6% |