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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 | $5,868 | $175,259-96.7% | $149,723-96.1% | $139,487-95.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,027 | $5,478-81.3% | $4,821-78.7% | $4,755-78.4% |
| Participant deferral / active EE | $5,283 | $6,522-19.0% | $5,682-7.0% | $6,713-21.3% |
| Admin fee / account holder | $103 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |