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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 | $16,195 | $106,008-84.7% | $92,240-82.4% | $147,586-89.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $120 | $4,333-97.2% | $3,680-96.7% | $4,876-97.5% |
| Participant deferral / active EE | $16,068 | $4,478+258.8% | $3,897+312.3% | $5,439+195.4% |
| Admin fee / account holder | $2 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |