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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 | $26,923 | $99,201-72.9% | $96,544-72.1% | $74,473-63.8% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 61.06% | 22.40%+38.7pp | 25.88%+35.2pp | 34.36%+26.7pp |
| Employer contribution / active EE | $644 | $2,570-74.9% | $2,966-78.3% | $2,638-75.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |