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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 | $6,204 | $102,393-93.9% | $147,041-95.8% | $80,911-92.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 1496.44% | 134.95%+1361.5pp | 419.21%+1077.2pp | 35.63%+1460.8pp |
| Employer contribution / active EE | $354 | $3,715-90.5% | $4,935-92.8% | $2,756-87.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $223 | $7,943-97.2% | $13,006-98.3% | $6,935-96.8% |