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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 | $4,375 | $209,425-97.9% | $178,499-97.5% | $158,966-97.2% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $575 | $5,707-89.9% | $5,011-88.5% | $4,762-87.9% |
| Participant deferral / active EE | $2,834 | $5,955-52.4% | $5,202-45.5% | $5,983-52.6% |
| Admin fee / account holder | $3 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |