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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 | $3,940 | $100,792-96.1% | $86,691-95.5% | $134,509-97.1% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $684 | $3,491-80.4% | $2,837-75.9% | $4,741-85.6% |
| Participant deferral / active EE | $2,566 | $5,339-51.9% | $4,656-44.9% | $6,400-59.9% |
| Admin fee / account holder | $30 | $10,924-99.7% | $7,492-99.6% | $11,427-99.7% |