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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 | $8,534 | $217,427-96.1% | $185,837-95.4% | $167,518-94.9% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $930 | $5,874-84.2% | $5,168-82.0% | $4,838-80.8% |
| Participant deferral / active EE | $5,403 | $6,357-15.0% | $5,568-3.0% | $6,342-14.8% |
| Admin fee / account holder | $108 | $19,816-99.5% | $16,241-99.3% | $12,312-99.1% |