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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 | $110,282-80.0% | $102,434-78.5% | $199,960-89.0% |
| Participation rate | 99.1% | 86.3%+12.9pp | 76.5%+22.6pp | 72.0%+27.2pp |
| Annual return | 119.13% | 35.75%+83.4pp | 29.46%+89.7pp | 34.28%+84.8pp |
| Employer contribution / active EE | $907 | $3,603-74.8% | $3,023-70.0% | $3,036-70.1% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,055-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,462-100.0% | $269-100.0% |