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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 | $10,291 | $127,387-91.9% | $115,038-91.1% | $125,389-91.8% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,617 | $6,423-59.3% | $6,026-56.6% | $5,352-51.1% |
| Admin fee / account holder | $64 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |