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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 | $3,219 | $91,536-96.5% | $130,062-97.5% | $75,177-95.7% |
| Participation rate | 87.5% | 71.5%+16.0pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,671 | $4,343-38.5% | $5,821-54.1% | $4,126-35.3% |
| Admin fee / account holder | $81 | $6,780-98.8% | $10,601-99.2% | $5,651-98.6% |