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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 | $20,824 | $348,986-94.0% | $185,861-88.8% | - |
| Participation rate | 100.0% | 76.2%+23.8pp | 78.0%+22.0pp | - |
| Annual return | 14.66% | 9.09%+5.6pp | 35.96%-21.3pp | - |
| Employer contribution / active EE | $2,086 | $2,863-27.1% | $4,088-49.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,634-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,503-100.0% | - |