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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 | $6,518 | $175,259-96.3% | $149,723-95.6% | $139,487-95.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $915 | $5,478-83.3% | $4,821-81.0% | $4,755-80.8% |
| Participant deferral / active EE | $3,932 | $6,522-39.7% | $5,682-30.8% | $6,713-41.4% |
| Admin fee / account holder | $59 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |