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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 | $4,015 | $217,427-98.2% | $185,837-97.8% | $167,518-97.6% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $426 | $5,874-92.7% | $5,168-91.8% | $4,838-91.2% |
| Participant deferral / active EE | $3,322 | $6,357-47.8% | $5,568-40.4% | $6,342-47.6% |
| Admin fee / account holder | $34 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |