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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 | $87,542 | $160,548-45.5% | $145,218-39.7% | $233,076-62.4% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | -4.13% | -0.62%-3.5pp | -0.67%-3.5pp | -82.66%+78.5pp |
| Employer contribution / active EE | $5,141 | $37,810-86.4% | $31,731-83.8% | $43,771-88.3% |
| Participant deferral / active EE | $3,431 | $456+651.9% | $473+624.9% | $103+3240.9% |
| Admin fee / account holder | $55 | $36,086-99.8% | $28,383-99.8% | $11,204-99.5% |