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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 | $3,414 | $152,542-97.8% | $117,498-97.1% | $134,509-97.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.01% | 53.02%-69.0pp | 29.75%-45.8pp | 418.13%-434.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $349 | $4,819-92.8% | $4,071-91.4% | $6,400-94.5% |
| Admin fee / account holder | $14 | $7,006-99.8% | $5,646-99.7% | $11,427-99.9% |