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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 | $13,041 | $190,879-93.2% | $160,009-91.8% | $134,532-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.22% | 552.63%-569.9pp | 408.85%-426.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,049 | $6,924-56.0% | $6,183-50.7% | $6,401-52.4% |
| Admin fee / account holder | $24 | $10,495-99.8% | $8,715-99.7% | $11,429-99.8% |