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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 | $6,004 | $90,617-93.4% | $79,476-92.4% | $135,382-95.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 977.57%-982.8pp | 718.21%-723.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,013 | $4,050-50.3% | $3,704-45.7% | $5,609-64.1% |
| Admin fee / account holder | $179 | $5,907-97.0% | $5,113-96.5% | $10,829-98.3% |