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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 | $30,851 | $198,457-84.5% | $170,435-81.9% | $147,586-79.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,293 | $6,183-79.1% | $5,432-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $4,768 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |