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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 | $10,567 | $73,102-85.5% | $123,553-91.4% | $56,289-81.2% |
| Participation rate | 93.4% | 74.3%+19.1pp | 82.3%+11.1pp | 69.9%+23.6pp |
| Annual return | 8.33% | 3.01%+5.3pp | 119.21%-110.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $534 | $2,977-82.1% | $4,628-88.5% | $2,111-74.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |