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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 | $2,456 | $167,352-98.5% | $143,788-98.3% | $134,509-98.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -9.99% | 0.47%-10.5pp | -0.03%-10.0pp | 418.13%-428.1pp |
| Employer contribution / active EE | $721 | $5,620-87.2% | $4,952-85.4% | $4,741-84.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $98 | $18,091-99.5% | $14,675-99.3% | $11,427-99.1% |