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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 | $5,918 | $217,432-97.3% | $185,851-96.8% | $167,553-96.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $658 | $5,874-88.8% | $5,168-87.3% | $4,840-86.4% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,343-18.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |