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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 | $29,691 | $101,672-70.8% | $147,117-79.8% | $74,478-60.1% |
| Participation rate | 91.4% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 16.60% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $259 | $3,813-93.2% | $4,932-94.8% | $2,626-90.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |