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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 | $12,418 | $198,462-93.7% | $170,439-92.7% | $147,585-91.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $861 | $6,184-86.1% | $5,433-84.2% | $4,876-82.3% |
| Participant deferral / active EE | $8,396 | $5,629+49.1% | $4,939+70.0% | $5,439+54.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |