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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 | $1,829 | $65,555-97.2% | $86,216-97.9% | $75,173-97.6% |
| Participation rate | 81.5% | 60.5%+21.0pp | 69.0%+12.5pp | 67.2%+14.3pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,077 | $3,023-31.3% | $3,986-47.9% | $4,126-49.7% |
| Admin fee / account holder | $21 | $5,469-99.6% | $6,853-99.7% | $5,651-99.6% |