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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 | $1,861 | $141,004-98.7% | $112,273-98.3% | $139,466-98.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $140 | $4,285-96.7% | $3,431-95.9% | $4,754-97.1% |
| Participant deferral / active EE | $1,587 | $5,878-73.0% | $4,800-66.9% | $6,712-76.4% |
| Admin fee / account holder | $25 | $9,959-99.7% | $7,752-99.7% | $11,409-99.8% |