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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 | $23,727 | $65,453-63.7% | $86,698-72.6% | $66,938-64.6% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | 29.02% | -10.89%+39.9pp | 35.95%-6.9pp | 1.58%+27.4pp |
| Employer contribution / active EE | $699 | $2,154-67.6% | $2,837-75.4% | $2,545-72.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |