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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 | $4,661 | $152,612-96.9% | $125,192-96.3% | $152,897-97.0% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $221 | $4,947-95.5% | $3,866-94.3% | $4,764-95.4% |
| Participant deferral / active EE | $3,566 | $5,868-39.2% | $4,937-27.8% | $5,851-39.1% |
| Admin fee / account holder | $5 | $13,437-100.0% | $9,704-99.9% | $11,599-100.0% |