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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 | $5,881 | $70,083-91.6% | $59,899-90.2% | $55,725-89.4% |
| Participation rate | 97.9% | 78.4%+19.5pp | 74.7%+23.2pp | 70.9%+27.1pp |
| Annual return | -0.62% | 3.13%-3.7pp | 3.46%-4.1pp | 244.93%-245.6pp |
| Employer contribution / active EE | $108 | $2,878-96.2% | $2,723-96.0% | $2,078-94.8% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-99.9% | $3,592-100.0% | $115-99.9% |