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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 | $20,747 | $138,393-85.0% | $184,256-88.7% | $80,959-74.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.77% | 20.01%-2.2pp | 28.85%-11.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $505 | $4,847-89.6% | $6,427-92.1% | $2,757-81.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5 | $10,489-100.0% | $13,899-100.0% | $6,925-99.9% |