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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 | $122,219-88.9% | $147,096-90.8% | $199,921-93.2% |
| Participation rate | 99.1% | 78.3%+20.8pp | 82.2%+16.9pp | 72.0%+27.1pp |
| Annual return | 20.97% | 30.59%-9.6pp | 419.75%-398.8pp | 34.28%-13.3pp |
| Employer contribution / active EE | $125 | $4,096-96.9% | $4,936-97.5% | $3,035-95.9% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $13,005-100.0% | $269-100.0% |