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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 | $4,333 | $226,105-98.1% | $182,540-97.6% | $152,897-97.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $226 | $4,978-95.5% | $4,076-94.5% | $4,764-95.3% |
| Participant deferral / active EE | $2,976 | $6,370-53.3% | $5,525-46.1% | $5,851-49.1% |
| Admin fee / account holder | $41 | $10,706-99.6% | $8,593-99.5% | $11,599-99.6% |