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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 | $10,579 | $144,130-92.7% | $117,860-91.0% | $147,585-92.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $828 | $4,897-83.1% | $3,786-78.1% | $4,876-83.0% |
| Participant deferral / active EE | $9,094 | $5,316+71.1% | $4,482+102.9% | $5,439+67.2% |
| Admin fee / account holder | $22 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |