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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 | $63,952 | $52,530+21.7% | $270,125-76.3% | $107,032-40.2% |
| Participation rate | 100.0% | 18.1%+81.9pp | 35.7%+64.3pp | 9.9%+90.1pp |
| Annual return | -13.48% | -11.09%-2.4pp | -38.86%+25.4pp | -5.25%-8.2pp |
| Employer contribution / active EE | $2,533 | $16,800-84.9% | $37,752-93.3% | $15,161-83.3% |
| Participant deferral / active EE | $1,832 | $36+5023.7% | $16+11595.5% | $120+1429.0% |
| Admin fee / account holder | $159 | $303-47.6% | $16,942-99.1% | $3,859-95.9% |