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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 | $1,437 | $96,388-98.5% | $80,627-98.2% | $139,466-99.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $313 | $3,260-90.4% | $2,723-88.5% | $4,754-93.4% |
| Participant deferral / active EE | $1,039 | $5,224-80.1% | $4,443-76.6% | $6,712-84.5% |
| Admin fee / account holder | $1 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |