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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 | $2,567 | $57,921-95.6% | $84,753-97.0% | $57,658-95.5% |
| Participation rate | 99.7% | 72.9%+26.8pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 25.65% | 10.24%+15.4pp | 22.78%+2.9pp | 5.13%+20.5pp |
| Employer contribution / active EE | $203 | $2,598-92.2% | $3,574-94.3% | $1,974-89.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $6 | $130-95.0% | $5,333-99.9% | $95-93.2% |