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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 | $10,139 | $77,157-86.9% | $108,405-90.6% | $85,847-88.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,764 | $5,567-32.4% | $6,563-42.6% | $3,952-4.8% |
| Admin fee / account holder | $1 | $5,174-100.0% | $7,297-100.0% | $6,261-100.0% |