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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 | $13,124 | $167,362-92.2% | $143,799-90.9% | $134,532-90.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -9.50% | 0.47%-10.0pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $115 | $5,620-97.9% | $4,952-97.7% | $4,741-97.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $65 | $18,094-99.6% | $14,677-99.6% | $11,429-99.4% |