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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 | $4,921 | $65,423-92.5% | $98,477-95.0% | $85,856-94.3% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1493.59%-1493.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $58 | $2,168-97.3% | $2,961-98.0% | $2,565-97.7% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |