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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 | $18,557 | $59,288-68.7% | $90,657-79.5% | - |
| Participation rate | 97.6% | 68.0%+29.5pp | 74.0%+23.6pp | - |
| Annual return | 56.25% | -2.02%+58.3pp | 1.89%+54.4pp | - |
| Employer contribution / active EE | $140 | $823-83.0% | $2,532-94.5% | - |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,424-100.0% | - |
| Admin fee / account holder | $0 | $10,676-100.0% | $4,994-100.0% | - |