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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,345 | $43,411-71.6% | $94,993-87.0% | $69,634-82.3% |
| Participation rate | 96.6% | 64.4%+32.1pp | 73.9%+22.7pp | 70.7%+25.9pp |
| Annual return | 0.00% | 22.54%-22.5pp | 27.14%-27.1pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $129 | $1,202-89.3% | $2,603-95.1% | $2,032-93.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |