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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 | $2,815 | $104,106-97.3% | $71,086-96.0% | $135,379-97.9% |
| Participation rate | 90.9% | 65.7%+25.3pp | 54.7%+36.3pp | 82.6%+8.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,676 | $2,527+5.9% | $1,874+42.8% | $5,609-52.3% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,828-100.0% |