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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 | $3,294 | $92,707-96.4% | $82,726-96.0% | $134,493-97.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.18% | 945.12%-954.3pp | 701.33%-710.5pp | 418.01%-427.2pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,909 | $4,801-60.2% | $4,394-56.6% | $6,400-70.2% |
| Admin fee / account holder | $2 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |