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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 | $340 | $111,491-99.7% | $189,545-99.8% | $86,821-99.6% |
| Participation rate | 93.3% | 87.3%+6.0pp | 87.8%+5.5pp | 72.3%+21.0pp |
| Annual return | 26.25% | 83.50%-57.2pp | 555.36%-529.1pp | 97.94%-71.7pp |
| Employer contribution / active EE | $34 | $3,951-99.1% | $6,162-99.4% | $2,406-98.6% |
| 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% | $12,049-100.0% | $170-100.0% |