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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 | $5,559 | $167,503-96.7% | $151,627-96.3% | $134,493-95.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,000 | $8,985-33.2% | $8,363-28.3% | $6,400-6.2% |
| Admin fee / account holder | $273 | $13,777-98.0% | $11,612-97.7% | $11,425-97.6% |