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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 | $4,538 | $217,432-97.9% | $185,851-97.6% | $167,553-97.3% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $830 | $5,874-85.9% | $5,168-83.9% | $4,840-82.9% |
| Participant deferral / active EE | $2,805 | $6,357-55.9% | $5,569-49.6% | $6,343-55.8% |
| Admin fee / account holder | $5 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |