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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 | $7,820 | $183,539-95.7% | $155,556-95.0% | $145,897-94.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $674 | $5,315-87.3% | $4,675-85.6% | $4,663-85.5% |
| Participant deferral / active EE | $4,845 | $6,467-25.1% | $5,631-13.9% | $6,689-27.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |