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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 | $5,799 | $138,075-95.8% | $123,552-95.3% | $135,379-95.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $756 | $5,152-85.3% | $4,628-83.7% | $4,779-84.2% |
| Participant deferral / active EE | $3,790 | $6,800-44.3% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $7 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |