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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 | $3,104 | $92,743-96.7% | $82,744-96.2% | $134,532-97.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.58% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,047 | $4,802-57.4% | $4,395-53.4% | $6,401-68.0% |
| Admin fee / account holder | $14 | $5,977-99.8% | $5,325-99.7% | $11,429-99.9% |