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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 | $5,392 | $95,979-94.4% | $74,551-92.8% | $135,380-96.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.84% | 56.97%-65.8pp | 32.53%-41.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,203 | $3,844-42.7% | $3,108-29.1% | $5,609-60.7% |
| Admin fee / account holder | $286 | $6,522-95.6% | $5,059-94.3% | $10,828-97.4% |