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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 | $4,557 | $172,111-97.4% | $150,298-97.0% | $137,256-96.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $257 | $4,636-94.5% | $4,154-93.8% | $4,156-93.8% |
| Participant deferral / active EE | $4,328 | $6,166-29.8% | $5,453-20.6% | $6,407-32.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |