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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 | $11,294 | $82,674-86.3% | $125,381-91.0% | $68,486-83.5% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -3.55% | -5.97%+2.4pp | 572.31%-575.9pp | -7.85%+4.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,799 | $6,111-5.1% | $7,448-22.1% | $4,028+44.0% |
| Admin fee / account holder | $209 | $6,277-96.7% | $10,007-97.9% | $5,404-96.1% |