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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 | $23,375 | $102,661-77.2% | $151,628-84.6% | $66,930-65.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -6.69% | -10.81%+4.1pp | 3.34%-10.0pp | 1.57%-8.3pp |
| Employer contribution / active EE | $9 | $4,184-99.8% | $6,165-99.8% | $2,545-99.6% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $593-100.0% |