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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 | $18,940 | $142,361-86.7% | $119,608-84.2% | $134,509-85.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.11% | -12.46%-5.6pp | -14.98%-3.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,438 | $6,468-62.3% | $5,601-56.5% | $6,400-61.9% |
| Admin fee / account holder | $272 | $13,588-98.0% | $10,326-97.4% | $11,427-97.6% |