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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 | $6,274 | $67,385-90.7% | $60,919-89.7% | $134,554-95.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.23% | 50.13%-58.4pp | 16.98%-25.2pp | 418.46%-426.7pp |
| Employer contribution / active EE | -$6,940 | $3,100-323.9% | $2,704-356.7% | $4,742-246.4% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7 | $4,587-99.8% | $3,226-99.8% | $11,430-99.9% |