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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 | $7,983 | $72,770-89.0% | $67,652-88.2% | $55,191-85.5% |
| Participation rate | 99.4% | 78.8%+20.7pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | 21.26% | -3.26%+24.5pp | 6625.40%-6604.1pp | 10.78%+10.5pp |
| Employer contribution / active EE | $239 | $1,769-86.5% | $2,266-89.5% | $1,899-87.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $6 | $79-92.2% | $4,821-99.9% | $91-93.2% |