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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 | $8,105 | $176,105-95.4% | $159,474-94.9% | $167,536-95.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $742 | $5,299-86.0% | $4,831-84.6% | $4,839-84.7% |
| Participant deferral / active EE | $8,559 | $7,751+10.4% | $7,353+16.4% | $6,342+35.0% |
| Admin fee / account holder | $53 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |