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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 | $15,604 | $64,286-75.7% | $106,387-85.3% | $55,725-72.0% |
| Participation rate | 98.9% | 75.2%+23.7pp | 77.5%+21.4pp | 70.9%+28.0pp |
| Annual return | 12.64% | 0.84%+11.8pp | 0.25%+12.4pp | 244.93%-232.3pp |
| Employer contribution / active EE | $450 | $2,367-81.0% | $3,520-87.2% | $2,078-78.4% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $7,510-100.0% | $115-100.0% |