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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 | $7,135 | $57,384-87.6% | $106,387-93.3% | $56,287-87.3% |
| Participation rate | 99.3% | 71.3%+28.0pp | 77.5%+21.9pp | 69.9%+29.5pp |
| Annual return | 0.00% | 5.91%-5.9pp | 0.25%-0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $621 | $2,348-73.5% | $3,520-82.4% | $2,111-70.6% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |