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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 | $8,527 | $95,979-91.1% | $74,551-88.6% | $135,380-93.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.21% | 56.97%-65.2pp | 32.53%-40.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $196 | $2,716-92.8% | $1,961-90.0% | $4,779-95.9% |
| Participant deferral / active EE | $813 | $3,844-78.8% | $3,108-73.8% | $5,609-85.5% |
| Admin fee / account holder | $77 | $6,522-98.8% | $5,059-98.5% | $10,828-99.3% |