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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 | $2,938 | $78,694-96.3% | $67,652-95.7% | $125,389-97.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.47% | 9.46%-11.9pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $376 | $3,044-87.6% | $2,266-83.4% | $4,866-92.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53 | $7,403-99.3% | $4,821-98.9% | $9,541-99.4% |