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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 | $14,761 | $112,131-86.8% | $95,964-84.6% | $158,982-90.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $487 | $3,199-84.8% | $2,541-80.8% | $4,763-89.8% |
| Participant deferral / active EE | $13,200 | $4,784+175.9% | $4,167+216.8% | $5,983+120.6% |
| Admin fee / account holder | $7 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |