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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 | $6,891 | $109,344-93.7% | $89,400-92.3% | $158,950-95.7% |
| Participation rate | 73.3% | 74.3%-0.9pp | 68.0%+5.4pp | 82.0%-8.6pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $212 | $3,170-93.3% | $2,586-91.8% | $4,762-95.5% |
| Participant deferral / active EE | $4,866 | $4,599+5.8% | $3,890+25.1% | $5,983-18.7% |
| Admin fee / account holder | $55 | $6,154-99.1% | $4,882-98.9% | $11,248-99.5% |