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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 | $6,167 | $57,096-89.2% | $94,229-93.5% | $55,191-88.8% |
| Participation rate | 97.1% | 75.7%+21.4pp | 78.8%+18.3pp | 69.2%+27.9pp |
| Annual return | 15.64% | 159.65%-144.0pp | 10.68%+5.0pp | 10.78%+4.9pp |
| Employer contribution / active EE | $382 | $1,708-77.7% | $3,587-89.4% | $1,899-79.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $52 | $89-42.1% | $6,269-99.2% | $91-43.1% |