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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 | $695 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $721 | $2,288-68.5% | $1,790-59.7% | $6,407-88.7% |
| Admin fee / account holder | $87 | $2,844-96.9% | $2,495-96.5% | $12,270-99.3% |