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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 | $11,986 | $100,811-88.1% | $86,698-86.2% | $134,545-91.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -13.71% | 29.11%-42.8pp | 35.96%-49.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $638 | $3,490-81.7% | $2,837-77.5% | $4,742-86.5% |
| Participant deferral / active EE | $2,530 | $5,339-52.6% | $4,656-45.7% | $6,401-60.5% |
| Admin fee / account holder | $48 | $10,926-99.6% | $7,492-99.4% | $11,431-99.6% |