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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 | $37,746 | $225,135-83.2% | $123,894-69.5% | - |
| Participation rate | 100.0% | 69.5%+30.5pp | 81.4%+18.6pp | - |
| Annual return | 83.65% | 8.01%+75.6pp | 47.52%+36.1pp | - |
| Employer contribution / active EE | $606 | $2,580-76.5% | $4,617-86.9% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $0 | $19,833-100.0% | $8,357-100.0% | - |