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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 | $11,198 | $61,756-81.9% | $69,888-84.0% | $77,906-85.6% |
| Participation rate | 90.4% | 79.9%+10.5pp | 70.5%+19.9pp | 73.7%+16.7pp |
| Annual return | -2.08% | -11.86%+9.8pp | 190.87%-192.9pp | 12.16%-14.2pp |
| Employer contribution / active EE | $416 | $2,706-84.6% | $2,560-83.8% | $2,846-85.4% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $3,849-100.0% | $4,805-100.0% |
| Admin fee / account holder | $3 | $101-97.0% | $6,267-100.0% | $133-97.7% |