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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 | $6,043 | $167,353-96.4% | $143,797-95.8% | $134,545-95.5% |
| Participation rate | 76.5% | 84.8%-8.4pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -9.75% | 0.48%-10.2pp | -0.04%-9.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $743 | $5,620-86.8% | $4,952-85.0% | $4,742-84.3% |
| Participant deferral / active EE | $2,186 | $6,447-66.1% | $5,638-61.2% | $6,401-65.9% |
| Admin fee / account holder | $121 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |