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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 | $15,313 | $167,352-90.9% | $143,788-89.4% | $134,509-88.6% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -10.82% | 0.47%-11.3pp | -0.03%-10.8pp | 418.13%-429.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,485 | $6,447+62.6% | $5,638+86.0% | $6,400+63.8% |
| Admin fee / account holder | $16 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |