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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 | $9,427 | $111,491-91.5% | $189,537-95.0% | $86,821-89.1% |
| Participation rate | 77.5% | 87.3%-9.8pp | 87.8%-10.3pp | 72.3%+5.2pp |
| Annual return | 22.86% | 83.50%-60.6pp | 555.34%-532.5pp | 97.94%-75.1pp |
| Employer contribution / active EE | $534 | $3,951-86.5% | $6,161-91.3% | $2,406-77.8% |
| Participant deferral / active EE | $4,340 | $6,437-32.6% | $8,220-47.2% | $4,132+5.0% |
| Admin fee / account holder | $81 | $189-57.0% | $12,048-99.3% | $170-52.1% |