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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 | $6,758 | $138,078-95.1% | $125,363-94.6% | $134,509-95.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.69% | 750.49%-768.2pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $6 | $5,245-99.9% | $4,815-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $6,274 | $7,800-19.6% | $7,447-15.8% | $6,400-2.0% |
| Admin fee / account holder | $69 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |