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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 | $1,039 | $75,962-98.6% | $154,111-99.3% | $64,173-98.4% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,045 | $3,175-67.1% | $5,081-79.4% | $3,470-69.9% |
| Admin fee / account holder | $24 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |