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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 | $4,383 | $198,461-97.8% | $170,436-97.4% | $147,585-97.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $813 | $6,184-86.9% | $5,433-85.0% | $4,876-83.3% |
| Participant deferral / active EE | $2,570 | $5,629-54.4% | $4,939-48.0% | $5,439-52.8% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |