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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 | $26,937 | $91,439-70.5% | $135,974-80.2% | $71,511-62.3% |
| Participation rate | 87.7% | 75.7%+12.1pp | 81.9%+5.8pp | 67.9%+19.8pp |
| Annual return | 110.55% | 29.90%+80.6pp | 68.30%+42.2pp | 28.86%+81.7pp |
| Employer contribution / active EE | $255 | $3,705-93.1% | $4,859-94.7% | $2,589-90.1% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |