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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 | $4,211 | $97,732-95.7% | $83,831-95.0% | $135,380-96.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $665 | $4,222-84.3% | $3,631-81.7% | $4,779-86.1% |
| Participant deferral / active EE | $3,382 | $4,683-27.8% | $4,082-17.2% | $5,609-39.7% |
| Admin fee / account holder | $185 | $6,675-97.2% | $5,479-96.6% | $10,828-98.3% |