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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 | $4,861 | $87,546-94.4% | $75,784-93.6% | $125,389-96.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.32% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $308 | $3,930-92.2% | $3,323-90.7% | $4,866-93.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5 | $6,503-99.9% | $5,300-99.9% | $9,541-99.9% |