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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 | $7,138 | $77,157-90.7% | $108,405-93.4% | $85,851-91.7% |
| Participation rate | 71.4% | 74.7%-3.2pp | 80.1%-8.7pp | 69.3%+2.1pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,846 | $5,567-30.9% | $6,563-41.4% | $3,952-2.7% |
| Admin fee / account holder | $3 | $5,174-99.9% | $7,297-100.0% | $6,261-100.0% |