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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 | $23,403 | $83,045-71.8% | $130,045-82.0% | $71,511-67.3% |
| Participation rate | 99.6% | 74.1%+25.4pp | 78.5%+21.1pp | 67.9%+31.6pp |
| Annual return | 48.15% | 20.61%+27.5pp | -137.30%+185.5pp | 28.86%+19.3pp |
| Employer contribution / active EE | $185 | $2,623-93.0% | $4,321-95.7% | $2,589-92.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |