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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 | $6,805 | $166,131-95.9% | $164,975-95.9% | $145,877-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,109 | $5,276-79.0% | $4,343-74.5% | $4,663-76.2% |
| Participant deferral / active EE | $5,750 | $6,962-17.4% | $6,033-4.7% | $6,691-14.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |