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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 | $2,031 | $88,754-97.7% | $81,820-97.5% | $145,877-98.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $240 | $3,085-92.2% | $2,915-91.8% | $4,663-94.9% |
| Participant deferral / active EE | $1,466 | $4,648-68.4% | $4,323-66.1% | $6,691-78.1% |
| Admin fee / account holder | $6 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |