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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 | $4,448 | $138,078-96.8% | $125,363-96.5% | $134,509-96.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,394 | $7,800-56.5% | $7,447-54.4% | $6,400-47.0% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |