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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 | $4,754 | $67,352-92.9% | $60,899-92.2% | $134,509-96.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -15.80% | 49.99%-65.8pp | 16.92%-32.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,996 | $4,539-56.0% | $3,817-47.7% | $6,400-68.8% |
| Admin fee / account holder | $108 | $4,585-97.6% | $3,225-96.6% | $11,427-99.1% |