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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 | $1,954 | $81,870-97.6% | $119,634-98.4% | $68,490-97.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | -23.82%+7.5pp | -14.98%-1.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $449 | $2,692-83.3% | $4,232-89.4% | $2,597-82.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18 | $6,583-99.7% | $10,329-99.8% | $5,403-99.7% |