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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 | $23,288 | $102,382-77.3% | $147,005-84.2% | $80,874-71.2% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 19.34% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $213 | $3,715-94.3% | $4,934-95.7% | $2,756-92.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |