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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 | $403 | $176,688-99.8% | $130,660-99.7% | $152,885-99.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 119.51% | 2693.08%-2573.6pp | 1709.29%-1589.8pp | 345.39%-225.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $378 | $4,362-91.3% | $3,603-89.5% | $5,851-93.5% |
| Admin fee / account holder | $2 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |