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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 | $8,886 | $72,177-87.7% | $115,038-92.3% | $59,633-85.1% |
| Participation rate | 92.1% | 72.6%+19.6pp | 81.4%+10.8pp | 68.7%+23.5pp |
| Annual return | 38.32% | 12.02%+26.3pp | 26.14%+12.2pp | 2041.45%-2003.1pp |
| Employer contribution / active EE | $423 | $2,841-85.1% | $4,608-90.8% | $2,203-80.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |