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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 | $11,329 | $167,362-93.2% | $143,799-92.1% | $134,532-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.16% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $2,733 | $6,447-57.6% | $5,638-51.5% | $6,401-57.3% |
| Admin fee / account holder | $148 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |