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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 | $17,301 | $137,414-87.4% | $189,545-90.9% | $85,851-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 26.59% | 38.14%-11.6pp | 555.36%-528.8pp | 318.63%-292.0pp |
| Employer contribution / active EE | $1,118 | $4,344-74.3% | $6,162-81.9% | $2,565-56.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |