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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 | $3,931 | $124,175-96.8% | $108,405-96.4% | $167,553-97.7% |
| Participation rate | 92.3% | 82.3%+10.0pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $196 | $4,188-95.3% | $3,559-94.5% | $4,840-95.9% |
| Participant deferral / active EE | $3,729 | $6,908-46.0% | $6,563-43.2% | $6,343-41.2% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |