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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 | $5,814 | $817,678-99.3% | $392,568-98.5% | $152,909-96.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,475 | $8,398-34.8% | $5,985-8.5% | $5,851-6.4% |
| Admin fee / account holder | $86 | $12,095-99.3% | $6,260-98.6% | $11,601-99.3% |