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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 | $11,454 | $183,988-93.8% | $162,177-92.9% | $152,897-92.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,713 | $8,032-4.0% | $7,297+5.7% | $5,851+31.8% |
| Admin fee / account holder | $135 | $13,123-99.0% | $10,843-98.8% | $11,599-98.8% |