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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 | $1,018 | $110,303-99.1% | $95,759-98.9% | $139,487-99.3% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $259 | $3,261-92.1% | $2,836-90.9% | $4,755-94.6% |
| Participant deferral / active EE | $776 | $4,674-83.4% | $4,244-81.7% | $6,713-88.4% |
| Admin fee / account holder | $5 | $6,615-99.9% | $5,678-99.9% | $11,407-100.0% |