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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 | $4,746 | $60,545-92.2% | $92,240-94.9% | $69,631-93.2% |
| Participation rate | 99.7% | 72.2%+27.6pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 95.81% | 19.71%+76.1pp | 176.29%-80.5pp | 27571.02%-27475.2pp |
| Employer contribution / active EE | $185 | $2,633-93.0% | $3,680-95.0% | $2,032-90.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $145-98.4% | $5,194-100.0% | $110-97.9% |