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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 | $4,158 | $86,288-95.2% | $111,306-96.3% | $85,851-95.2% |
| Participation rate | 73.0% | 73.3%-0.4pp | 77.3%-4.3pp | 69.3%+3.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $396 | $2,044-80.6% | $2,732-85.5% | $2,565-84.6% |
| Participant deferral / active EE | $2,811 | $3,641-22.8% | $4,488-37.4% | $3,952-28.9% |
| Admin fee / account holder | $159 | $8,189-98.1% | $7,966-98.0% | $6,261-97.5% |