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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 | $10,411 | $105,866-90.2% | $90,766-88.5% | $134,545-92.3% |
| Participation rate | 92.9% | 78.3%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | -18.32% | -10.99%-7.3pp | -12.16%-6.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,585 | $5,217-31.3% | $4,565-21.5% | $6,401-44.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |