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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 | $13,864 | $69,305-80.0% | $82,312-83.2% | $69,631-80.1% |
| Participation rate | 94.7% | 80.3%+14.5pp | 76.9%+17.8pp | 70.7%+24.0pp |
| Annual return | 298.79% | 21.47%+277.3pp | 25.88%+272.9pp | 27571.02%-27272.2pp |
| Employer contribution / active EE | $146 | $1,887-92.3% | $2,428-94.0% | $2,032-92.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |