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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 | $1,875 | $75,959-97.5% | $154,114-98.8% | $64,181-97.1% |
| Participation rate | 74.7% | 70.4%+4.3pp | 83.0%-8.3pp | 69.6%+5.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $266 | $3,350-92.1% | $5,298-95.0% | $2,381-88.8% |
| Participant deferral / active EE | $1,433 | $3,175-54.9% | $5,081-71.8% | $3,470-58.7% |
| Admin fee / account holder | $25 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |