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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 | $15,530 | $176,105-91.2% | $159,474-90.3% | $167,536-90.7% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,019 | $7,751-48.2% | $7,353-45.3% | $6,342-36.6% |
| Admin fee / account holder | $141 | $12,559-98.9% | $10,802-98.7% | $12,315-98.9% |