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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 | $4,607 | $203,483-97.7% | $152,473-97.0% | $167,553-97.3% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.2%+9.3pp | 82.1%+5.4pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.59%-757.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $587 | $5,219-88.8% | $4,326-86.4% | $4,840-87.9% |
| Participant deferral / active EE | $3,390 | $6,711-49.5% | $5,817-41.7% | $6,343-46.6% |
| Admin fee / account holder | $3 | $22,521-100.0% | $15,811-100.0% | $12,316-100.0% |