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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 | $5,482 | $58,726-90.7% | $92,240-94.1% | $62,293-91.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.5%+16.7pp | 69.5%+23.7pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.29%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $4 | $2,392-99.8% | $3,680-99.9% | $2,042-99.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |