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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 | $5,581 | $138,078-96.0% | $125,363-95.5% | $134,509-95.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $720 | $5,245-86.3% | $4,815-85.0% | $4,741-84.8% |
| Participant deferral / active EE | $4,478 | $7,800-42.6% | $7,447-39.9% | $6,400-30.0% |
| Admin fee / account holder | $119 | $11,566-99.0% | $10,005-98.8% | $11,427-99.0% |