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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 | $2,409 | $102,595-97.7% | $94,057-97.4% | $154,746-98.4% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $221 | $3,147-93.0% | $2,933-92.5% | $4,379-95.0% |
| Participant deferral / active EE | $2,600 | $5,118-49.2% | $4,709-44.8% | $6,730-61.4% |
| Admin fee / account holder | $4 | $7,736-100.0% | $7,244-99.9% | $14,365-100.0% |