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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 | $10,978 | $58,099-81.1% | $76,902-85.7% | $75,177-85.4% |
| Participation rate | 89.0% | 63.9%+25.1pp | 69.6%+19.4pp | 67.2%+21.8pp |
| Annual return | 18.06% | 26.71%-8.7pp | 37.91%-19.9pp | 160.75%-142.7pp |
| Employer contribution / active EE | $13 | $1,996-99.4% | $2,534-99.5% | $2,671-99.5% |
| Participant deferral / active EE | $3,737 | $2,999+24.6% | $3,833-2.5% | $4,126-9.4% |
| Admin fee / account holder | $26 | $4,778-99.5% | $5,479-99.5% | $5,651-99.5% |