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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 | $1,797 | $167,362-98.9% | $143,799-98.8% | $134,532-98.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $111 | $5,620-98.0% | $4,952-97.8% | $4,741-97.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $75 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |