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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 | $4,958 | $152,542-96.7% | $117,498-95.8% | $134,509-96.3% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -19.00% | 53.02%-72.0pp | 29.75%-48.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,296 | $4,819-52.4% | $4,071-43.6% | $6,400-64.1% |
| Admin fee / account holder | $146 | $7,006-97.9% | $5,646-97.4% | $11,427-98.7% |