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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 | $3,664 | $115,814-96.8% | $101,275-96.4% | $158,982-97.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $631 | $4,176-84.9% | $3,660-82.8% | $4,763-86.7% |
| Participant deferral / active EE | $2,056 | $4,958-58.5% | $4,371-53.0% | $5,983-65.6% |
| Admin fee / account holder | $7 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |