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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 | $19,347 | $112,131-82.7% | $95,964-79.8% | $158,982-87.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $286 | $3,199-91.1% | $2,541-88.7% | $4,763-94.0% |
| Participant deferral / active EE | $2,861 | $4,784-40.2% | $4,167-31.3% | $5,983-52.2% |
| Admin fee / account holder | $148 | $10,136-98.5% | $6,797-97.8% | $11,252-98.7% |