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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 | $4,464 | $167,353-97.3% | $143,797-96.9% | $134,545-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $408 | $5,620-92.7% | $4,952-91.8% | $4,742-91.4% |
| Participant deferral / active EE | $4,463 | $6,447-30.8% | $5,638-20.8% | $6,401-30.3% |
| Admin fee / account holder | $27 | $18,096-99.8% | $14,679-99.8% | $11,431-99.8% |