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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 | $17,754 | $93,182-80.9% | $146,647-87.9% | $79,389-77.6% |
| Participation rate | 87.9% | 76.4%+11.5pp | 80.1%+7.8pp | 70.7%+17.2pp |
| Annual return | 0.00% | 21.61%-21.6pp | 22.75%-22.7pp | 116.89%-116.9pp |
| Employer contribution / active EE | $611 | $2,420-74.7% | $4,137-85.2% | $2,428-74.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |