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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 | $4,854 | $142,409-96.6% | $119,634-95.9% | $134,545-96.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $941 | $5,224-82.0% | $4,232-77.8% | $4,742-80.2% |
| Participant deferral / active EE | $3,293 | $6,468-49.1% | $5,601-41.2% | $6,401-48.6% |
| Admin fee / account holder | $6 | $13,594-100.0% | $10,329-99.9% | $11,431-99.9% |