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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 | $16,776 | $82,678-79.7% | $125,391-86.6% | $68,490-75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 31.24% | -5.97%+37.2pp | 572.41%-541.2pp | -7.85%+39.1pp |
| Employer contribution / active EE | $227 | $3,382-93.3% | $4,816-95.3% | $2,597-91.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $269 | $6,277-95.7% | $10,009-97.3% | $5,403-95.0% |