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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 | $20,596 | $65,437-68.5% | $86,698-76.2% | $66,949-69.2% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | -14.72% | -10.91%-3.8pp | 35.96%-50.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $692 | $2,154-67.9% | $2,837-75.6% | $2,545-72.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |