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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 | $6,800 | $135,645-95.0% | $110,243-93.8% | $135,380-95.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $798 | $4,907-83.7% | $3,827-79.1% | $4,779-83.3% |
| Participant deferral / active EE | $6,260 | $5,507+13.7% | $4,672+34.0% | $5,609+11.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |