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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 | $4,927 | $110,801-95.6% | $86,868-94.3% | $167,518-97.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 0.00% | 117.00%-117.0pp | 63.53%-63.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,846 | $4,547-15.4% | $3,699+4.0% | $6,342-39.4% |
| Admin fee / account holder | $2 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |