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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 | $9,710 | $138,114-93.0% | $125,391-92.3% | $134,545-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.81% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $957 | $5,246-81.8% | $4,816-80.1% | $4,742-79.8% |
| Participant deferral / active EE | $4,553 | $7,801-41.6% | $7,448-38.9% | $6,401-28.9% |
| Admin fee / account holder | $76 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |