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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 | $18,828 | $64,909-71.0% | $82,312-77.1% | $62,293-69.8% |
| Participation rate | 98.2% | 74.9%+23.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 69.99% | 21.18%+48.8pp | 25.88%+44.1pp | 28.90%+41.1pp |
| Employer contribution / active EE | $420 | $1,676-75.0% | $2,428-82.7% | $2,042-79.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |