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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 | $10,906 | $175,259-93.8% | $149,723-92.7% | $139,487-92.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $846 | $5,478-84.5% | $4,821-82.4% | $4,755-82.2% |
| Participant deferral / active EE | $3,599 | $6,522-44.8% | $5,682-36.7% | $6,713-46.4% |
| Admin fee / account holder | $24 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |