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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 | $4,959 | $133,998-96.3% | $112,263-95.6% | $134,545-96.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.24% | 47.17%-62.4pp | 27.49%-42.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $618 | $4,040-84.7% | $3,636-83.0% | $4,742-87.0% |
| Participant deferral / active EE | $3,208 | $5,292-39.4% | $4,729-32.2% | $6,401-49.9% |
| Admin fee / account holder | $45 | $7,493-99.4% | $6,410-99.3% | $11,431-99.6% |