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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 | $5,507 | $69,383-92.1% | $101,275-94.6% | $73,497-92.5% |
| Participation rate | 96.6% | 68.4%+28.3pp | 75.8%+20.8pp | 70.7%+26.0pp |
| Annual return | 248.81% | 18.46%+230.3pp | 46.48%+202.3pp | 28.51%+220.3pp |
| Employer contribution / active EE | $489 | $2,628-81.4% | $3,660-86.6% | $2,270-78.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |