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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 | $7,838 | $91,536-91.4% | $130,062-94.0% | $75,177-89.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.30% | -631.62%+648.9pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $419 | $2,845-85.3% | $4,322-90.3% | $2,671-84.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $127 | $6,780-98.1% | $10,601-98.8% | $5,651-97.7% |