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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 | $28,977 | $209,425-86.2% | $178,499-83.8% | $158,966-81.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,056 | $5,707-81.5% | $5,011-78.9% | $4,762-77.8% |
| Participant deferral / active EE | $13,083 | $5,955+119.7% | $5,202+151.5% | $5,983+118.7% |
| Admin fee / account holder | $13 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |