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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 | $8,952 | $198,461-95.5% | $170,436-94.7% | $147,585-93.9% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $952 | $6,184-84.6% | $5,433-82.5% | $4,876-80.5% |
| Participant deferral / active EE | $3,777 | $5,629-32.9% | $4,939-23.5% | $5,439-30.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |