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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 | $4,001 | $176,838-97.7% | $146,685-97.3% | $167,518-97.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $348 | $5,161-93.3% | $4,137-91.6% | $4,838-92.8% |
| Participant deferral / active EE | $2,373 | $6,441-63.2% | $5,507-56.9% | $6,342-62.6% |
| Admin fee / account holder | $24 | $13,262-99.8% | $10,281-99.8% | $12,312-99.8% |