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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 | $7,555 | $190,862-96.0% | $159,991-95.3% | $134,509-94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.12% | 552.59%-569.7pp | 408.82%-425.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $391 | $4,995-92.2% | $4,225-90.7% | $4,741-91.8% |
| Participant deferral / active EE | $1,613 | $6,924-76.7% | $6,183-73.9% | $6,400-74.8% |
| Admin fee / account holder | $83 | $10,495-99.2% | $8,715-99.0% | $11,427-99.3% |