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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 | $23,773 | $217,432-89.1% | $185,849-87.2% | $167,536-85.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $796 | $5,875-86.5% | $5,169-84.6% | $4,839-83.6% |
| Participant deferral / active EE | $2,894 | $6,357-54.5% | $5,569-48.0% | $6,342-54.4% |
| Admin fee / account holder | $5 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |