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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 | $2,334 | $90,617-97.4% | $79,476-97.1% | $135,382-98.3% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,906 | $4,050-3.6% | $3,704+5.5% | $5,609-30.4% |
| Admin fee / account holder | $107 | $5,907-98.2% | $5,113-97.9% | $10,829-99.0% |