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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 | $4,027 | $202,342-98.0% | $172,753-97.7% | $152,909-97.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,034 | $5,857-82.4% | $5,144-79.9% | $4,764-78.3% |
| Participant deferral / active EE | $2,385 | $5,948-59.9% | $5,198-54.1% | $5,851-59.2% |
| Admin fee / account holder | $21 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |