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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 | $2,165 | $100,811-97.9% | $86,698-97.5% | $134,545-98.4% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -8.91% | 29.11%-38.0pp | 35.96%-44.9pp | 418.37%-427.3pp |
| Employer contribution / active EE | $75 | $3,490-97.8% | $2,837-97.4% | $4,742-98.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $293 | $10,926-97.3% | $7,492-96.1% | $11,431-97.4% |