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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 | $3,213 | $95,975-96.7% | $74,549-95.7% | $135,379-97.6% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | -6.76% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,496 | $3,844-61.1% | $3,108-51.9% | $5,609-73.3% |
| Admin fee / account holder | $93 | $6,522-98.6% | $5,059-98.2% | $10,828-99.1% |