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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 | $22,039 | $110,258-80.0% | $102,460-78.5% | $200,096-89.0% |
| Participation rate | 99.1% | 86.3%+12.8pp | 76.5%+22.6pp | 72.0%+27.1pp |
| Annual return | 119.13% | 35.78%+83.3pp | 29.47%+89.7pp | 34.26%+84.9pp |
| Employer contribution / active EE | $907 | $3,605-74.9% | $3,025-70.0% | $3,038-70.2% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |