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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 | $4,007 | $144,130-97.2% | $117,861-96.6% | $147,586-97.3% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,547 | $5,316-52.1% | $4,482-43.2% | $5,439-53.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |