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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 | $9,714 | $217,432-95.5% | $185,851-94.8% | $167,553-94.2% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,189 | $5,874-79.8% | $5,168-77.0% | $4,840-75.4% |
| Participant deferral / active EE | $5,423 | $6,357-14.7% | $5,569-2.6% | $6,343-14.5% |
| Admin fee / account holder | $12 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |