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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 | $6,226 | $167,352-96.3% | $143,788-95.7% | $134,509-95.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.14% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $424 | $5,620-92.5% | $4,952-91.4% | $4,741-91.1% |
| Participant deferral / active EE | $2,602 | $6,447-59.6% | $5,638-53.8% | $6,400-59.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |