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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 | $3,718 | $111,491-96.7% | $189,537-98.0% | $86,821-95.7% |
| Participation rate | 90.0% | 87.3%+2.7pp | 87.8%+2.2pp | 72.3%+17.7pp |
| Annual return | 75.06% | 83.50%-8.4pp | 555.34%-480.3pp | 97.94%-22.9pp |
| Employer contribution / active EE | $923 | $3,951-76.6% | $6,161-85.0% | $2,406-61.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,048-100.0% | $170-100.0% |