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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 | $4,860 | $176,105-97.2% | $159,474-97.0% | $167,536-97.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $702 | $5,299-86.7% | $4,831-85.5% | $4,839-85.5% |
| Participant deferral / active EE | $2,754 | $7,751-64.5% | $7,353-62.5% | $6,342-56.6% |
| Admin fee / account holder | $6 | $12,559-100.0% | $10,802-99.9% | $12,315-100.0% |