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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 | $6,352 | $75,962-91.6% | $154,108-95.9% | $64,173-90.1% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -0.64% | 30.32%-31.0pp | 735.21%-735.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $351 | $3,350-89.5% | $5,298-93.4% | $2,381-85.3% |
| Participant deferral / active EE | $1,908 | $3,175-39.9% | $5,081-62.5% | $3,470-45.0% |
| Admin fee / account holder | $129 | $5,589-97.7% | $13,411-99.0% | $4,887-97.4% |