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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 | $9,764 | $95,979-89.8% | $74,551-86.9% | $135,380-92.8% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -7.06% | 56.97%-64.0pp | 32.53%-39.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $239 | $2,716-91.2% | $1,961-87.8% | $4,779-95.0% |
| Participant deferral / active EE | $1,195 | $3,844-68.9% | $3,108-61.6% | $5,609-78.7% |
| Admin fee / account holder | $79 | $6,522-98.8% | $5,059-98.4% | $10,828-99.3% |