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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 | $5,328 | $152,597-96.5% | $117,533-95.5% | $134,532-96.0% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -20.52% | 53.04%-73.6pp | 29.77%-50.3pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,462 | $4,821-7.4% | $4,072+9.6% | $6,401-30.3% |
| Admin fee / account holder | $165 | $7,007-97.6% | $5,647-97.1% | $11,429-98.6% |