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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 | $776 | $57,057-98.6% | $85,009-99.1% | $80,874-99.0% |
| Participation rate | 80.4% | 56.4%+24.1pp | 67.5%+12.9pp | 67.6%+12.8pp |
| Annual return | 12.76% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,366 | $3,112-56.1% | $4,522-69.8% | $4,297-68.2% |
| Admin fee / account holder | $12 | $4,986-99.8% | $6,153-99.8% | $6,935-99.8% |