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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 | $15,583 | $64,286-75.8% | $90,970-82.9% | $73,412-78.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 69.0%+27.3pp | 72.2%+24.1pp |
| Annual return | 105.29% | 21.46%+83.8pp | 134.60%-29.3pp | 59.30%+46.0pp |
| Employer contribution / active EE | $52 | $895-94.1% | $2,122-97.5% | $2,234-97.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |