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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 | $7,208 | $154,365-95.3% | $130,231-94.5% | $139,466-94.8% |
| Participation rate | 92.9% | 79.9%+12.9pp | 76.3%+16.6pp | 80.3%+12.5pp |
| Annual return | 0.00% | 30.53%-30.5pp | 38.86%-38.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $719 | $5,170-86.1% | $4,126-82.6% | $4,754-84.9% |
| Participant deferral / active EE | $4,321 | $8,498-49.2% | $6,799-36.4% | $6,712-35.6% |
| Admin fee / account holder | $7 | $9,214-99.9% | $6,020-99.9% | $11,409-99.9% |