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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 | $8,744 | $138,102-93.7% | $125,381-93.0% | $134,532-93.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $880 | $5,245-83.2% | $4,815-81.7% | $4,741-81.4% |
| Participant deferral / active EE | $7,818 | $7,801+0.2% | $7,448+5.0% | $6,401+22.1% |
| Admin fee / account holder | $2 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |