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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 | $21,424 | $91,517-76.6% | $101,275-78.8% | $73,412-70.8% |
| Participation rate | 98.2% | 73.8%+24.5pp | 75.8%+22.4pp | 72.2%+26.1pp |
| Annual return | 0.00% | 17.17%-17.2pp | 46.48%-46.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $392 | $2,877-86.4% | $3,660-89.3% | $2,234-82.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |