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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 | $8,593 | $100,792-91.5% | $86,691-90.1% | $134,509-93.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.12% | 29.08%-34.2pp | 35.94%-41.1pp | 418.13%-423.3pp |
| Employer contribution / active EE | $626 | $3,491-82.1% | $2,837-77.9% | $4,741-86.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $153 | $10,924-98.6% | $7,492-98.0% | $11,427-98.7% |