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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 | $10,206 | $81,446-87.5% | $103,374-90.1% | $80,874-87.4% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.3pp | 67.6%+31.1pp |
| Annual return | 15.11% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $282 | $3,107-90.9% | $3,869-92.7% | $2,756-89.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |