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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 | $7,909 | $138,102-94.3% | $125,381-93.7% | $134,532-94.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $755 | $5,245-85.6% | $4,815-84.3% | $4,741-84.1% |
| Participant deferral / active EE | $7,136 | $7,801-8.5% | $7,448-4.2% | $6,401+11.5% |
| Admin fee / account holder | $105 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |