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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 | $1,174 | $37,463-96.9% | $77,100-98.5% | $66,949-98.2% |
| Participation rate | 82.7% | 52.9%+29.7pp | 67.9%+14.7pp | 69.8%+12.8pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $115 | $1,535-92.5% | $2,815-95.9% | $2,545-95.5% |
| Participant deferral / active EE | $1,223 | $2,621-53.3% | $4,430-72.4% | $4,239-71.1% |
| Admin fee / account holder | $74 | $568-87.0% | $5,443-98.6% | $594-87.6% |