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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 | $15,543 | $76,912-79.8% | $129,118-88.0% | $68,486-77.3% |
| Participation rate | 90.8% | 69.1%+21.6pp | 77.2%+13.5pp | 67.9%+22.9pp |
| Annual return | 39.90% | -9.78%+49.7pp | -10.94%+50.8pp | -7.85%+47.8pp |
| Employer contribution / active EE | $120 | $3,243-96.3% | $5,051-97.6% | $2,597-95.4% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,638-100.0% | $14,305-100.0% | $5,404-100.0% |