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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 | $7,462 | $102,663-92.7% | $86,216-91.3% | $139,466-94.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $385 | $3,035-87.3% | $2,382-83.8% | $4,754-91.9% |
| Participant deferral / active EE | $4,883 | $4,677+4.4% | $3,986+22.5% | $6,712-27.2% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |