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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 | $5,830 | $97,729-94.0% | $83,830-93.0% | $135,379-95.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 2.45% | 1287.52%-1285.1pp | 850.97%-848.5pp | 519.79%-517.3pp |
| Employer contribution / active EE | $325 | $4,222-92.3% | $3,631-91.1% | $4,779-93.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $138 | $6,674-97.9% | $5,479-97.5% | $10,828-98.7% |