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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 | $530 | $81,537-99.4% | $149,721-99.6% | $69,631-99.2% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.1%+10.4pp | 70.7%+26.7pp |
| Annual return | 24.76% | 22.79%+2.0pp | 1501.67%-1476.9pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $10 | $3,239-99.7% | $5,444-99.8% | $2,032-99.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-99.8% | $11,282-100.0% | $110-99.8% |