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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 | $3,656 | $157,296-97.7% | $141,191-97.4% | $152,897-97.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $294 | $5,262-94.4% | $4,736-93.8% | $4,764-93.8% |
| Participant deferral / active EE | $2,838 | $7,111-60.1% | $6,710-57.7% | $5,851-51.5% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |