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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 | $5,592 | $181,062-96.9% | $158,223-96.5% | $155,188-96.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $788 | $4,565-82.7% | $4,109-80.8% | $4,248-81.5% |
| Participant deferral / active EE | $4,695 | $6,134-23.5% | $5,467-14.1% | $6,531-28.1% |
| Admin fee / account holder | $2 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |