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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 | $13,574 | $168,635-92.0% | $147,617-90.8% | $125,389-89.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $755 | $6,252-87.9% | $5,564-86.4% | $4,866-84.5% |
| Participant deferral / active EE | $2,498 | $5,507-54.6% | $4,895-49.0% | $5,352-53.3% |
| Admin fee / account holder | $31 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |