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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 | $4,590 | $103,393-95.6% | $87,103-94.7% | $152,909-97.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $193 | $3,221-94.0% | $2,521-92.4% | $4,764-96.0% |
| Participant deferral / active EE | $4,285 | $4,778-10.3% | $4,049+5.8% | $5,851-26.8% |
| Admin fee / account holder | $16 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |