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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 | $3,479 | $56,134-93.8% | $96,192-96.4% | $85,851-95.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 14.89% | 42.30%-27.4pp | 192.09%-177.2pp | 318.63%-303.7pp |
| Employer contribution / active EE | $175 | $1,620-89.2% | $2,799-93.8% | $2,565-93.2% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32 | $3,769-99.1% | $5,539-99.4% | $6,261-99.5% |