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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 | $24,575 | $84,940-71.1% | $111,306-77.9% | $79,389-69.0% |
| Participation rate | 98.2% | 75.9%+22.3pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 12.29% | 17.45%-5.2pp | 54.67%-42.4pp | 116.89%-104.6pp |
| Employer contribution / active EE | $80 | $1,979-96.0% | $2,732-97.1% | $2,428-96.7% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |