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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 | $3,643 | $133,998-97.3% | $112,263-96.8% | $134,545-97.3% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -9.03% | 47.17%-56.2pp | 27.49%-36.5pp | 418.37%-427.4pp |
| Employer contribution / active EE | $371 | $4,040-90.8% | $3,636-89.8% | $4,742-92.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $65 | $7,493-99.1% | $6,410-99.0% | $11,431-99.4% |