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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 | $7,852 | $66,601-88.2% | $92,909-91.5% | $67,579-88.4% |
| Participation rate | 99.7% | 72.5%+27.2pp | 76.0%+23.7pp | 71.3%+28.5pp |
| Annual return | 71.12% | 92.58%-21.5pp | 109.44%-38.3pp | 378.56%-307.4pp |
| Employer contribution / active EE | $286 | $2,775-89.7% | $3,653-92.2% | $2,148-86.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $199-97.9% | $5,795-99.9% | $142-97.1% |