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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 | $21,064 | $102,393-79.4% | $147,041-85.7% | $80,911-74.0% |
| Participation rate | 88.7% | 75.9%+12.9pp | 82.2%+6.5pp | 67.6%+21.1pp |
| Annual return | 14.99% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $368 | $3,715-90.1% | $4,935-92.5% | $2,756-86.6% |
| Participant deferral / active EE | $6,467 | $6,647-2.7% | $8,071-19.9% | $4,297+50.5% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |