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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 | $5,939 | $88,596-93.3% | $70,098-91.5% | $134,509-95.6% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+0.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $209 | $3,235-93.5% | $2,560-91.8% | $4,741-95.6% |
| Participant deferral / active EE | $3,857 | $4,772-19.2% | $3,849+0.2% | $6,400-39.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |