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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 | $19,839 | $110,083-82.0% | $151,639-86.9% | $68,486-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -0.68% | -10.12%+9.4pp | 3.34%-4.0pp | -7.85%+7.2pp |
| Employer contribution / active EE | $517 | $4,470-88.4% | $6,165-91.6% | $2,597-80.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8 | $7,718-99.9% | $11,613-99.9% | $5,404-99.8% |