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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 | $6,433 | $95,915-93.3% | $79,580-91.9% | $134,532-95.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.93% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,615 | $4,693-65.6% | $3,985-59.5% | $6,401-74.8% |
| Admin fee / account holder | $12 | $9,132-99.9% | $6,835-99.8% | $11,429-99.9% |