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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 | $5,638 | $37,463-85.0% | $77,096-92.7% | $66,938-91.6% |
| Participation rate | 99.2% | 52.9%+46.2pp | 67.9%+31.2pp | 69.8%+29.3pp |
| Annual return | 24.50% | -3.25%+27.7pp | 42.35%-17.8pp | 1.58%+22.9pp |
| Employer contribution / active EE | $41 | $1,535-97.4% | $2,814-98.6% | $2,545-98.4% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |