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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 | $8,015 | $106,551-92.5% | $91,225-91.2% | $134,532-94.0% |
| Participation rate | 88.2% | 76.8%+11.4pp | 73.2%+15.0pp | 81.2%+7.0pp |
| Annual return | -19.64% | 160.78%-180.4pp | 114.12%-133.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,955 | $4,718-16.2% | $4,233-6.6% | $6,401-38.2% |
| Admin fee / account holder | $38 | $6,234-99.4% | $5,422-99.3% | $11,429-99.7% |