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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 | $15,576 | $118,708-86.9% | $98,920-84.3% | $158,966-90.2% |
| Participation rate | 72.2% | 77.8%-5.6pp | 76.0%-3.8pp | 82.0%-9.7pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $413 | $3,334-87.6% | $2,689-84.7% | $4,762-91.3% |
| Participant deferral / active EE | $1,305 | $5,089-74.4% | $4,245-69.3% | $5,983-78.2% |
| Admin fee / account holder | $87 | $10,134-99.1% | $6,643-98.7% | $11,250-99.2% |