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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 | $1,374 | $92,743-98.5% | $82,744-98.3% | $134,532-99.0% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -11.92% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,245 | $4,802-74.1% | $4,395-71.7% | $6,401-80.6% |
| Admin fee / account holder | $58 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |