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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 | $2,377 | $190,879-98.8% | $160,009-98.5% | $134,532-98.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.66% | 552.63%-572.3pp | 408.85%-428.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $334 | $4,995-93.3% | $4,225-92.1% | $4,741-93.0% |
| Participant deferral / active EE | $1,553 | $6,924-77.6% | $6,183-74.9% | $6,401-75.7% |
| Admin fee / account holder | $214 | $10,495-98.0% | $8,715-97.5% | $11,429-98.1% |