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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 | $9,179 | $89,652-89.8% | $141,191-93.5% | $65,185-85.9% |
| Participation rate | 75.4% | 74.7%+0.7pp | 82.5%-7.1pp | 70.2%+5.2pp |
| Annual return | 53.32% | 32.79%+20.5pp | 71.41%-18.1pp | 29.38%+23.9pp |
| Employer contribution / active EE | $506 | $3,065-83.5% | $4,736-89.3% | $2,177-76.7% |
| 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% | $10,264-100.0% | $847-100.0% |