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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 | $2,318 | $99,994-97.7% | $146,643-98.4% | $85,847-97.3% |
| Participation rate | 98.7% | 73.1%+25.6pp | 80.1%+18.6pp | 69.3%+29.4pp |
| Annual return | 15.26% | 18.93%-3.7pp | 22.75%-7.5pp | 318.61%-303.3pp |
| Employer contribution / active EE | $527 | $2,559-79.4% | $4,137-87.3% | $2,565-79.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19 | $7,703-99.8% | $10,280-99.8% | $6,261-99.7% |