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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 | $4,634 | $202,342-97.7% | $172,752-97.3% | $152,897-97.0% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $708 | $5,858-87.9% | $5,144-86.2% | $4,764-85.1% |
| Participant deferral / active EE | $2,634 | $5,948-55.7% | $5,198-49.3% | $5,851-55.0% |
| Admin fee / account holder | $27 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |