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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 | $935 | $62,928-98.5% | $172,753-99.5% | $67,582-98.6% |
| Participation rate | 79.1% | 64.5%+14.7pp | 82.6%-3.5pp | 71.3%+7.8pp |
| Annual return | 0.00% | 30.36%-30.4pp | 803.00%-803.0pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $663 | $2,145-69.1% | $5,198-87.2% | $3,539-81.3% |
| Admin fee / account holder | $5 | $167-96.9% | $13,956-100.0% | $142-96.3% |