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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 | $8,633 | $89,739-90.4% | $149,721-94.2% | $62,293-86.1% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+11.9pp | 69.5%+29.5pp |
| Annual return | 60.53% | 21.01%+39.5pp | 1501.67%-1441.1pp | 28.90%+31.6pp |
| Employer contribution / active EE | $125 | $3,233-96.1% | $5,444-97.7% | $2,042-93.9% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |