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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 | $15,204 | $168,635-91.0% | $147,617-89.7% | $125,389-87.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.64% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $544 | $6,252-91.3% | $5,564-90.2% | $4,866-88.8% |
| Participant deferral / active EE | $1,903 | $5,507-65.4% | $4,895-61.1% | $5,352-64.4% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,612-99.9% | $9,541-99.9% |