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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 | $13,113 | $68,398-80.8% | $94,664-86.1% | $75,173-82.6% |
| Participation rate | 73.3% | 76.1%-2.7pp | 80.8%-7.5pp | 67.2%+6.1pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $33 | $2,701-98.8% | $3,673-99.1% | $2,671-98.8% |
| Participant deferral / active EE | $7,872 | $6,537+20.4% | $7,417+6.1% | $4,126+90.8% |
| Admin fee / account holder | $6 | $5,324-99.9% | $7,222-99.9% | $5,651-99.9% |