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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 | $12,673 | $84,493-85.0% | $125,381-89.9% | $66,938-81.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.86% | -8.49%-5.4pp | 572.31%-586.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $926 | $3,554-73.9% | $4,815-80.8% | $2,545-63.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $134 | $685-80.4% | $10,007-98.7% | $594-77.4% |