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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 | $9,335 | $63,905-85.4% | $74,184-87.4% | $57,658-83.8% |
| Participation rate | 99.1% | 79.8%+19.4pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 25.94% | 60.60%-34.7pp | 17.74%+8.2pp | 5.13%+20.8pp |
| Employer contribution / active EE | $107 | $1,840-94.2% | $2,370-95.5% | $1,974-94.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $91-97.9% | $5,586-100.0% | $95-98.0% |