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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 | $35,060 | $157,995-77.8% | $157,995-77.8% | $233,076-85.0% |
| Participation rate | 75.0% | 44.8%+30.2pp | 41.3%+33.7pp | 46.4%+28.6pp |
| Annual return | -5.57% | -3.98%-1.6pp | 83.75%-89.3pp | -82.67%+77.1pp |
| Employer contribution / active EE | $1,580 | $46,471-96.6% | $41,592-96.2% | $43,771-96.4% |
| Participant deferral / active EE | $6,715 | $74+9026.9% | $77+8655.4% | $103+6448.9% |
| Admin fee / account holder | $0 | $678-100.0% | $678-100.0% | $11,204-100.0% |