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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 | $13,573 | $122,128-88.9% | $147,117-90.8% | $200,096-93.2% |
| Participation rate | 99.1% | 78.2%+20.9pp | 82.2%+16.9pp | 72.0%+27.1pp |
| Annual return | 20.97% | 30.58%-9.6pp | 420.54%-399.6pp | 34.26%-13.3pp |
| Employer contribution / active EE | $125 | $4,093-96.9% | $4,932-97.5% | $3,038-95.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |