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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 | $21,830 | $209,874-89.6% | $189,537-88.5% | $167,536-87.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,459 | $6,913-78.9% | $6,161-76.3% | $4,839-69.9% |
| Participant deferral / active EE | $8,541 | $8,934-4.4% | $8,220+3.9% | $6,342+34.7% |
| Admin fee / account holder | $5 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |