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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 | $14,334 | $155,840-90.8% | $124,694-88.5% | $167,553-91.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.82%-5144.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,063 | $5,675+94.9% | $4,615+139.7% | $6,343+74.4% |
| Admin fee / account holder | $3 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |