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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 | $8,709 | $99,647-91.3% | $86,439-89.9% | $134,509-93.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,887 | $7,246+22.6% | $6,952+27.8% | $6,400+38.9% |
| Admin fee / account holder | $50 | $8,373-99.4% | $6,732-99.3% | $11,427-99.6% |