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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 | $6,363 | $82,674-92.3% | $125,363-94.9% | $68,495-90.7% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | 16.68% | -5.97%+22.7pp | 572.15%-555.5pp | -7.84%+24.5pp |
| Employer contribution / active EE | $21 | $3,382-99.4% | $4,815-99.6% | $2,596-99.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17 | $6,276-99.7% | $10,005-99.8% | $5,403-99.7% |