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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 | $14,353 | $102,661-86.0% | $151,639-90.5% | $66,938-78.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 6.95% | -10.81%+17.8pp | 3.34%+3.6pp | 1.58%+5.4pp |
| Employer contribution / active EE | $843 | $4,184-79.9% | $6,165-86.3% | $2,545-66.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $78 | $630-87.6% | $11,613-99.3% | $594-86.9% |