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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 | $21,742 | $160,059-86.4% | $140,019-84.5% | $135,380-83.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -7.90% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $830 | $6,420-87.1% | $5,605-85.2% | $4,779-82.6% |
| Participant deferral / active EE | $2,994 | $7,641-60.8% | $6,927-56.8% | $5,609-46.6% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |