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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 | $5,524 | $138,072-96.0% | $123,549-95.5% | $135,382-95.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $608 | $5,152-88.2% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $4,014 | $6,799-41.0% | $6,426-37.5% | $5,609-28.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |