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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 | $2,253 | $90,617-97.5% | $79,476-97.2% | $135,382-98.3% |
| Participation rate | 95.2% | 76.1%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -7.24% | 977.57%-984.8pp | 718.21%-725.5pp | 519.77%-527.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $969 | $4,050-76.1% | $3,704-73.8% | $5,609-82.7% |
| Admin fee / account holder | $216 | $5,907-96.3% | $5,113-95.8% | $10,829-98.0% |