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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 | $5,674 | $148,623-96.2% | $135,974-95.8% | $139,466-95.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $629 | $5,246-88.0% | $4,859-87.0% | $4,754-86.8% |
| Participant deferral / active EE | $4,539 | $8,103-44.0% | $7,760-41.5% | $6,712-32.4% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |