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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 | $9,345 | $65,118-85.6% | $76,767-87.8% | $55,725-83.2% |
| Participation rate | 80.2% | 79.6%+0.6pp | 77.0%+3.2pp | 70.9%+9.3pp |
| Annual return | 20.44% | -1.27%+21.7pp | 2.43%+18.0pp | 244.93%-224.5pp |
| Employer contribution / active EE | $322 | $1,941-83.4% | $2,485-87.1% | $2,078-84.5% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |