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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 | $4,149 | $59,584-93.0% | $86,615-95.2% | $79,391-94.8% |
| Participation rate | 98.0% | 67.7%+30.3pp | 71.6%+26.4pp | 70.7%+27.3pp |
| Annual return | 34.52% | 23.15%+11.4pp | 63.51%-29.0pp | 116.88%-82.4pp |
| Employer contribution / active EE | $278 | $1,768-84.3% | $2,496-88.9% | $2,428-88.6% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,830-100.0% | $627-100.0% |