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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 | $6,937 | $152,592-95.5% | $125,180-94.5% | $152,885-95.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $369 | $4,947-92.5% | $3,866-90.4% | $4,763-92.2% |
| Participant deferral / active EE | $6,517 | $5,868+11.1% | $4,937+32.0% | $5,851+11.4% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |