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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 | $3,124 | $228,352-98.6% | $185,827-98.3% | $158,950-98.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.91%-302.9pp |
| Employer contribution / active EE | $26 | $4,967-99.5% | $4,087-99.4% | $4,762-99.5% |
| Participant deferral / active EE | $2,267 | $6,416-64.7% | $5,633-59.7% | $5,983-62.1% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |