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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 | $4,933 | $122,114-96.0% | $96,171-94.9% | $101,555-95.1% |
| Participation rate | 100.0% | 40.2%+59.8pp | 68.4%+31.6pp | 74.5%+25.5pp |
| Annual return | 48.33% | 22.60%+25.7pp | 192.04%-143.7pp | 21.00%+27.3pp |
| Employer contribution / active EE | $52 | $938-94.5% | $2,799-98.2% | $2,972-98.3% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $4,350-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5,538-100.0% | $139-100.0% |