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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 | $25,298 | $65,437-61.3% | $86,698-70.8% | $66,949-62.2% |
| Participation rate | 97.6% | 75.5%+22.2pp | 76.6%+21.1pp | 69.8%+27.8pp |
| Annual return | 10.98% | -10.91%+21.9pp | 35.96%-25.0pp | 1.57%+9.4pp |
| Employer contribution / active EE | $5 | $2,154-99.8% | $2,837-99.8% | $2,545-99.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |