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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 | $3,173 | $202,342-98.4% | $172,752-98.2% | $152,897-97.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $523 | $5,858-91.1% | $5,144-89.8% | $4,764-89.0% |
| Participant deferral / active EE | $3,199 | $5,948-46.2% | $5,198-38.5% | $5,851-45.3% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |