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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 | $8,583 | $148,582-94.2% | $135,942-93.7% | $139,456-93.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $304 | $5,245-94.2% | $4,858-93.7% | $4,753-93.6% |
| Participant deferral / active EE | $6,005 | $8,101-25.9% | $7,759-22.6% | $6,711-10.5% |
| Admin fee / account holder | $1 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |