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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 | $6,382 | $81,208-92.1% | $98,920-93.5% | $79,856-92.0% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,815 | $3,265-13.8% | $4,245-33.7% | $3,741-24.8% |
| Admin fee / account holder | $278 | $6,013-95.4% | $6,643-95.8% | $5,306-94.8% |