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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 | $8,407 | $72,770-88.4% | $67,652-87.6% | $55,191-84.8% |
| Participation rate | 95.3% | 78.8%+16.6pp | 75.7%+19.7pp | 69.2%+26.2pp |
| Annual return | 18.36% | -3.26%+21.6pp | 6625.40%-6607.0pp | 10.78%+7.6pp |
| Employer contribution / active EE | $291 | $1,769-83.6% | $2,266-87.2% | $1,899-84.7% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |