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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 | $4,537 | $106,551-95.7% | $91,225-95.0% | $134,532-96.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.82% | 160.78%-181.6pp | 114.12%-134.9pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,149 | $4,718-75.7% | $4,233-72.9% | $6,401-82.1% |
| Admin fee / account holder | $175 | $6,234-97.2% | $5,422-96.8% | $11,429-98.5% |