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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 | $2,573 | $63,924-96.0% | $108,582-97.6% | $55,167-95.3% |
| Participation rate | 97.2% | 74.3%+22.9pp | 79.6%+17.7pp | 69.0%+28.3pp |
| Annual return | 6.07% | 15.31%-9.2pp | -51.70%+57.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $115 | $1,879-93.9% | $3,758-96.9% | $1,963-94.1% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $22 | $618-96.5% | $7,645-99.7% | $504-95.7% |