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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 | $5,074 | $135,645-96.3% | $110,243-95.4% | $135,379-96.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $495 | $4,907-89.9% | $3,827-87.1% | $4,779-89.6% |
| Participant deferral / active EE | $3,503 | $5,507-36.4% | $4,672-25.0% | $5,609-37.6% |
| Admin fee / account holder | $28 | $11,458-99.8% | $8,548-99.7% | $10,828-99.7% |