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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 | $2,173 | $82,630-97.4% | $64,105-96.6% | $125,388-98.3% |
| Participation rate | 84.2% | 75.9%+8.4pp | 68.2%+16.0pp | 83.2%+1.0pp |
| Annual return | -2.46% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,282 | $3,608-64.5% | $2,822-54.6% | $5,352-76.0% |
| Admin fee / account holder | $24 | $6,382-99.6% | $4,499-99.5% | $9,541-99.7% |