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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 | $7,006 | $217,432-96.8% | $185,849-96.2% | $167,536-95.8% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $318 | $5,875-94.6% | $5,169-93.8% | $4,839-93.4% |
| Participant deferral / active EE | $4,944 | $6,357-22.2% | $5,569-11.2% | $6,342-22.0% |
| Admin fee / account holder | $106 | $19,818-99.5% | $16,244-99.3% | $12,315-99.1% |