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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 | $4,677 | $96,691-95.2% | $86,656-94.6% | $139,487-96.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.65% | 106.87%-93.2pp | 593.09%-579.4pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,554 | $4,838-67.9% | $4,439-65.0% | $6,713-76.8% |
| Admin fee / account holder | $39 | $6,414-99.4% | $5,619-99.3% | $11,407-99.7% |