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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 | $3,505 | $88,603-96.0% | $69,890-95.0% | $134,545-97.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.77% | 442.93%-461.7pp | 190.84%-209.6pp | 418.37%-437.1pp |
| Employer contribution / active EE | $55 | $3,236-98.3% | $2,560-97.8% | $4,742-98.8% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31 | $10,443-99.7% | $6,267-99.5% | $11,431-99.7% |