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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 | $470 | $70,667-99.3% | $123,105-99.6% | $52,331-99.1% |
| Participation rate | 96.9% | 83.7%+13.2pp | 86.8%+10.1pp | 68.1%+28.8pp |
| Annual return | 14.45% | 6.23%+8.2pp | 13.22%+1.2pp | 4.54%+9.9pp |
| Employer contribution / active EE | $33 | $2,946-98.9% | $5,151-99.4% | $1,882-98.3% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $506-99.9% | $9,014-100.0% | $592-99.9% |