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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 | $8,150 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $517 | $5,246-90.1% | $4,816-89.3% | $4,742-89.1% |
| Participant deferral / active EE | $7,171 | $7,801-8.1% | $7,448-3.7% | $6,401+12.0% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |