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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 | $934 | $95,415-99.0% | $185,851-99.5% | $85,851-98.9% |
| Participation rate | 88.8% | 68.8%+20.0pp | 81.7%+7.1pp | 69.3%+19.4pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $349 | $3,314-89.5% | $5,168-93.3% | $2,565-86.4% |
| Participant deferral / active EE | $989 | $3,424-71.1% | $5,569-82.2% | $3,952-75.0% |
| Admin fee / account holder | $4 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |