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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 | $15,476 | $180,459-91.4% | $154,108-90.0% | $135,380-88.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.25% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,325 | $5,806+8.9% | $5,081+24.5% | $5,609+12.8% |
| Admin fee / account holder | $56 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |