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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 | $3,668 | $138,072-97.3% | $123,549-97.0% | $135,382-97.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $874 | $5,152-83.0% | $4,628-81.1% | $4,779-81.7% |
| Participant deferral / active EE | $2,780 | $6,799-59.1% | $6,426-56.7% | $5,609-50.4% |
| Admin fee / account holder | $100 | $10,917-99.1% | $9,284-98.9% | $10,829-99.1% |