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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 | $13,396 | $100,801-86.7% | $149,745-91.1% | $73,412-81.8% |
| Participation rate | 72.4% | 77.7%-5.3pp | 82.5%-10.1pp | 72.2%+0.2pp |
| Annual return | 63.87% | 265.34%-201.5pp | 276.72%-212.8pp | 59.30%+4.6pp |
| Employer contribution / active EE | $485 | $3,312-85.3% | $4,646-89.6% | $2,234-78.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |