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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 | $4,825 | $56,443-91.5% | $83,831-94.2% | $55,725-91.3% |
| Participation rate | 98.9% | 72.0%+26.9pp | 76.1%+22.8pp | 70.9%+28.1pp |
| Annual return | 8.48% | 393.67%-385.2pp | 850.99%-842.5pp | 244.93%-236.4pp |
| Employer contribution / active EE | $62 | $2,682-97.7% | $3,631-98.3% | $2,078-97.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $156-98.0% | $5,479-99.9% | $115-97.3% |