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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 | $1,630 | $63,114-97.4% | $92,915-98.2% | $65,186-97.5% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 24.63% | 28.75%-4.1pp | 109.45%-84.8pp | 29.39%-4.8pp |
| Employer contribution / active EE | $498 | $2,571-80.6% | $3,653-86.4% | $2,177-77.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-99.9% | $5,796-100.0% | $847-99.9% |