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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 | $4,358 | $97,732-95.5% | $83,831-94.8% | $135,380-96.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $686 | $4,222-83.7% | $3,631-81.1% | $4,779-85.6% |
| Participant deferral / active EE | $1,682 | $4,683-64.1% | $4,082-58.8% | $5,609-70.0% |
| Admin fee / account holder | $33 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |