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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 | $2,282 | $83,090-97.3% | $130,062-98.2% | $71,529-96.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 18.03% | 20.61%-2.6pp | -137.37%+155.4pp | 28.97%-10.9pp |
| Employer contribution / active EE | $261 | $2,624-90.0% | $4,322-94.0% | $2,590-89.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $17 | $1,727-99.0% | $10,601-99.8% | $1,588-98.9% |