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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 | $568 | $155,795-99.6% | $136,298-99.6% | $69,631-99.2% |
| Participation rate | 99.8% | 75.2%+24.5pp | 81.9%+17.9pp | 70.7%+29.1pp |
| Annual return | 35.45% | 232464.33%-232428.9pp | 5156.27%-5120.8pp | 27571.02%-27535.6pp |
| Employer contribution / active EE | $1 | $2,991-100.0% | $4,696-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-99.8% | $9,244-100.0% | $110-99.8% |