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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 | $24,925 | $202,342-87.7% | $172,752-85.6% | $152,897-83.7% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,097 | $5,858-81.3% | $5,144-78.7% | $4,764-77.0% |
| Participant deferral / active EE | $2,519 | $5,948-57.7% | $5,198-51.5% | $5,851-57.0% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |