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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 | $17,899 | $82,674-78.3% | $125,381-85.7% | $68,486-73.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 67.10% | -5.97%+73.1pp | 572.31%-505.2pp | -7.85%+75.0pp |
| Employer contribution / active EE | $497 | $3,382-85.3% | $4,815-89.7% | $2,597-80.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |