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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 | $1,566 | $180,466-99.1% | $154,114-99.0% | $135,382-98.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -5.17% | 888.15%-893.3pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $778 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17 | $16,144-99.9% | $13,411-99.9% | $10,829-99.8% |