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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 | $57,140-98.6% | $85,240-99.1% | $80,959-99.0% |
| Participation rate | 80.4% | 56.4%+24.0pp | 67.5%+12.9pp | 67.7%+12.8pp |
| Annual return | 12.76% | 21.71%-9.0pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,366 | $3,115-56.2% | $4,527-69.8% | $4,300-68.2% |
| Admin fee / account holder | $12 | $4,992-99.8% | $6,165-99.8% | $6,925-99.8% |