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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 | $1,501 | $156,963-99.0% | $121,204-98.8% | $139,466-98.9% |
| Participation rate | 88.2% | 76.5%+11.8pp | 69.5%+18.7pp | 80.3%+7.9pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,135 | $4,848-76.6% | $4,083-72.2% | $6,712-83.1% |
| Admin fee / account holder | $1 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |