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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 | $8,026 | $53,546-85.0% | $69,890-88.5% | $68,490-88.3% |
| Participation rate | 85.1% | 64.5%+20.6pp | 70.5%+14.7pp | 67.9%+17.2pp |
| Annual return | -17.22% | -13.87%-3.3pp | 190.84%-208.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,322 | $2,957+12.3% | $3,848-13.7% | $4,028-17.5% |
| Admin fee / account holder | $25 | $4,693-99.5% | $6,267-99.6% | $5,403-99.5% |