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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 | $11,363 | $180,459-93.7% | $154,108-92.6% | $135,380-91.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,229 | $6,035-79.6% | $5,298-76.8% | $4,779-74.3% |
| Participant deferral / active EE | $4,473 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |