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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 | $7,783 | $138,078-94.4% | $125,363-93.8% | $134,509-94.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $910 | $5,245-82.7% | $4,815-81.1% | $4,741-80.8% |
| Participant deferral / active EE | $6,962 | $7,800-10.7% | $7,447-6.5% | $6,400+8.8% |
| Admin fee / account holder | $2 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |