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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 | $1,107 | $34,316-96.8% | $74,719-98.5% | $72,983-98.5% |
| Participation rate | 75.6% | 42.4%+33.1pp | 54.5%+21.1pp | 69.5%+6.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,061 | $1,272-16.6% | $1,963-46.0% | $3,608-70.6% |
| Admin fee / account holder | $7 | $2,125-99.7% | $3,334-99.8% | $5,124-99.9% |