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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 | $6,646 | $160,070-95.8% | $147,117-95.5% | $145,897-95.4% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,005 | $5,285-81.0% | $4,932-79.6% | $4,663-78.4% |
| Participant deferral / active EE | $2,755 | $8,419-67.3% | $8,065-65.8% | $6,689-58.8% |
| Admin fee / account holder | $158 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |