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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 | $4,809 | $152,612-96.8% | $125,192-96.2% | $152,897-96.9% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $712 | $4,947-85.6% | $3,866-81.6% | $4,764-85.1% |
| Participant deferral / active EE | $2,540 | $5,868-56.7% | $4,937-48.6% | $5,851-56.6% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,599-99.9% |