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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 | $8,683 | $108,695-92.0% | $74,722-88.4% | $152,897-94.3% |
| Participation rate | 71.4% | 65.4%+6.1pp | 54.5%+17.0pp | 82.5%-11.0pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,874 | $2,712+116.6% | $1,963+199.2% | $5,851+0.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |