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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 | $3,199 | $92,743-96.6% | $82,744-96.1% | $134,532-97.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.21% | 946.63%-962.8pp | 702.22%-718.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,007 | $4,802-79.0% | $4,395-77.1% | $6,401-84.3% |
| Admin fee / account holder | $52 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |