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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 | $14,055 | $180,462-92.2% | $154,111-90.9% | $135,379-89.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.46% | 888.17%-891.6pp | 735.18%-738.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $1,032 | $6,036-82.9% | $5,298-80.5% | $4,779-78.4% |
| Participant deferral / active EE | $4,884 | $5,806-15.9% | $5,081-3.9% | $5,609-12.9% |
| Admin fee / account holder | $147 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |