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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 | $29,295 | $196,972-85.1% | $182,262-83.9% | $198,609-85.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,280 | $5,364-76.1% | $5,046-74.6% | $5,055-74.7% |
| Participant deferral / active EE | $27,250 | $8,643+215.3% | $8,276+229.2% | $6,977+290.6% |
| Admin fee / account holder | $1 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |