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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 | $3,949 | $127,273-96.9% | $109,895-96.4% | $167,518-97.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,161 | $4,515-30.0% | $4,049-21.9% | $6,342-50.2% |
| Admin fee / account holder | $17 | $7,117-99.8% | $6,067-99.7% | $12,312-99.9% |