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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 | $4,505 | $89,364-95.0% | $141,177-96.8% | $72,983-93.8% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,362 | $5,419-37.9% | $6,710-49.9% | $3,608-6.8% |
| Admin fee / account holder | $10 | $5,959-99.8% | $10,263-99.9% | $5,124-99.8% |