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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 | $14,030 | $167,522-91.6% | $151,639-90.7% | $134,532-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.18% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,251 | $6,828-81.7% | $6,165-79.7% | $4,741-73.6% |
| Participant deferral / active EE | $6,862 | $8,986-23.6% | $8,363-17.9% | $6,401+7.2% |
| Admin fee / account holder | $86 | $13,780-99.4% | $11,613-99.3% | $11,429-99.2% |