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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 | $6,139 | $209,422-97.1% | $178,503-96.6% | $158,982-96.1% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $306 | $5,707-94.6% | $5,011-93.9% | $4,763-93.6% |
| Participant deferral / active EE | $2,306 | $5,955-61.3% | $5,202-55.7% | $5,983-61.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |