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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 | $10,530 | $68,681-84.7% | $86,625-87.8% | $85,851-87.7% |
| Participation rate | 71.4% | 66.4%+5.1pp | 71.6%-0.2pp | 69.3%+2.1pp |
| Annual return | 16.67% | 20.12%-3.4pp | 63.52%-46.8pp | 318.63%-302.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,751 | $2,919+131.3% | $3,700+82.5% | $3,952+70.8% |
| Admin fee / account holder | $30 | $5,974-99.5% | $5,830-99.5% | $6,261-99.5% |