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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 | $11,499 | $89,652-87.2% | $141,197-91.9% | $65,186-82.4% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.1pp |
| Annual return | 23.55% | 32.79%-9.2pp | 71.41%-47.9pp | 29.39%-5.8pp |
| Employer contribution / active EE | $118 | $3,065-96.1% | $4,736-97.5% | $2,177-94.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |