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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 | $11,266 | $185,342-93.9% | $111,306-89.9% | $86,821-87.0% |
| Participation rate | 87.3% | 81.0%+6.4pp | 77.3%+10.0pp | 72.3%+15.1pp |
| Annual return | 13.05% | 500.80%-487.7pp | 54.67%-41.6pp | 97.94%-84.9pp |
| Employer contribution / active EE | $428 | $2,246-80.9% | $2,732-84.3% | $2,406-82.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |