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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 | $11,571 | $75,962-84.8% | $154,111-92.5% | $64,173-82.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.56% | 30.32%-35.9pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $275 | $3,350-91.8% | $5,298-94.8% | $2,381-88.5% |
| Participant deferral / active EE | $1,685 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $205 | $5,589-96.3% | $13,411-98.5% | $4,887-95.8% |