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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 | $17,755 | $72,303-75.4% | $86,698-79.5% | $64,824-72.6% |
| Participation rate | 94.6% | 80.4%+14.2pp | 76.6%+18.0pp | 71.5%+23.1pp |
| Annual return | 6.00% | 392.77%-386.8pp | 35.96%-30.0pp | 32.84%-26.8pp |
| Employer contribution / active EE | $336 | $2,393-86.0% | $2,837-88.2% | $2,507-86.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |