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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 | $4,498 | $160,059-97.2% | $140,019-96.8% | $135,380-96.7% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,669 | $7,641-38.9% | $6,927-32.6% | $5,609-16.8% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |