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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 | $28,201 | $83,045-66.0% | $130,026-78.3% | $71,495-60.6% |
| Participation rate | 81.4% | 74.1%+7.2pp | 78.5%+2.9pp | 67.9%+13.4pp |
| Annual return | 20.21% | 20.61%-0.4pp | -137.26%+157.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $692 | $2,623-73.6% | $4,321-84.0% | $2,589-73.3% |
| Participant deferral / active EE | $2,675 | $4,436-39.7% | $5,821-54.0% | $4,291-37.7% |
| Admin fee / account holder | $23 | $1,727-98.7% | $10,608-99.8% | $1,588-98.6% |