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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 | $7,195 | $157,270-95.4% | $141,173-94.9% | $152,870-95.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,255 | $7,110-26.1% | $6,710-21.7% | $5,850-10.2% |
| Admin fee / account holder | $141 | $12,121-98.8% | $10,262-98.6% | $11,597-98.8% |