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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 | $4,017 | $50,199-92.0% | $69,890-94.3% | $66,949-94.0% |
| Participation rate | 96.5% | 66.3%+30.1pp | 70.5%+26.0pp | 69.8%+26.7pp |
| Annual return | -5.89% | -13.85%+8.0pp | 190.84%-196.7pp | 1.57%-7.5pp |
| Employer contribution / active EE | $523 | $1,864-71.9% | $2,560-79.6% | $2,545-79.4% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $600-99.0% | $6,267-99.9% | $594-99.0% |