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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 | $10,283 | $63,905-83.9% | $74,184-86.1% | $57,658-82.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.6%+18.1pp | 70.2%+24.5pp |
| Annual return | 32.64% | 60.60%-28.0pp | 17.74%+14.9pp | 5.13%+27.5pp |
| Employer contribution / active EE | $324 | $1,840-82.4% | $2,370-86.3% | $1,974-83.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |