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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 | $20,382 | $74,706-72.7% | $75,717-73.1% | $79,393-74.3% |
| Participation rate | 84.5% | 75.3%+9.1pp | 74.8%+9.6pp | 70.7%+13.7pp |
| Annual return | 22.50% | 18.52%+4.0pp | 104.58%-82.1pp | 116.87%-94.4pp |
| Employer contribution / active EE | $237 | $2,590-90.8% | $2,743-91.3% | $2,428-90.2% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $40 | $374-89.4% | $3,619-98.9% | $627-93.7% |