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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 | $3,249 | $90,320-96.4% | $59,496-94.5% | $125,388-97.4% |
| Participation rate | 78.6% | 68.3%+10.3pp | 54.6%+24.0pp | 83.2%-4.6pp |
| Annual return | -4.52% | 369.13%-373.6pp | 182.05%-186.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,303 | $2,716-52.0% | $1,829-28.8% | $5,352-75.7% |
| Admin fee / account holder | $16 | $3,063-99.5% | $2,232-99.3% | $9,541-99.8% |