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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 | $626 | $676,477-99.9% | $133,975-99.5% | - |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.7pp | - |
| Annual return | 50.26% | 1.79%+48.5pp | 29.29%+21.0pp | - |
| Employer contribution / active EE | $12 | $3,505-99.7% | $5,211-99.8% | - |
| Participant deferral / active EE | $0 | $5,893-100.0% | $6,282-100.0% | - |
| Admin fee / account holder | $0 | $42,217-100.0% | $9,324-100.0% | - |