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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 | $2,887 | $167,352-98.3% | $143,788-98.0% | $134,509-97.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.09% | 0.47%-13.6pp | -0.03%-13.1pp | 418.13%-431.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,341 | $6,447-63.7% | $5,638-58.5% | $6,400-63.4% |
| Admin fee / account holder | $226 | $18,091-98.8% | $14,675-98.5% | $11,427-98.0% |