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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 | $11,049 | $58,895-81.2% | $178,503-93.8% | $73,497-85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 23.79% | 24.86%-1.1pp | 151.12%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $31 | $2,236-98.6% | $5,011-99.4% | $2,270-98.6% |
| Participant deferral / active EE | $2,623 | $2,567+2.2% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |