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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 | $21,782 | $180,466-87.9% | $154,114-85.9% | $135,382-83.9% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -6.61% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,369 | $5,806-24.7% | $5,081-14.0% | $5,609-22.1% |
| Admin fee / account holder | $10 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |