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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 | $3,721 | $138,075-97.3% | $123,552-97.0% | $135,379-97.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $318 | $5,152-93.8% | $4,628-93.1% | $4,779-93.3% |
| Participant deferral / active EE | $2,636 | $6,800-61.2% | $6,426-59.0% | $5,609-53.0% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |