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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 | $4,188 | $59,456-93.0% | $93,681-95.5% | $74,400-94.4% |
| Participation rate | 79.7% | 59.6%+20.1pp | 68.7%+11.0pp | 67.2%+12.5pp |
| Annual return | 14.12% | 82.00%-67.9pp | 133.47%-119.4pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,822 | $3,052-40.3% | $4,415-58.7% | $4,348-58.1% |
| Admin fee / account holder | $81 | $3,026-97.3% | $8,290-99.0% | $1,944-95.9% |