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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 | $12,948 | $107,415-87.9% | $135,974-90.5% | $80,157-83.8% |
| Participation rate | 98.0% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | 21.45% | 91.99%-70.5pp | 68.30%-46.9pp | 40.39%-18.9pp |
| Employer contribution / active EE | $138 | $3,878-96.4% | $4,859-97.2% | $2,977-95.4% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,767-100.0% | $145-100.0% |