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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 | $5,077 | $168,635-97.0% | $147,617-96.6% | $125,389-96.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.94% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,512 | $5,507-54.4% | $4,895-48.7% | $5,352-53.1% |
| Admin fee / account holder | $157 | $13,580-98.8% | $11,612-98.6% | $9,541-98.4% |