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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 | $1,695 | $95,975-98.2% | $74,549-97.7% | $135,379-98.7% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,385 | $3,844-37.9% | $3,108-23.3% | $5,609-57.5% |
| Admin fee / account holder | $73 | $6,522-98.9% | $5,059-98.6% | $10,828-99.3% |