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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 | $7,787 | $48,300-83.9% | $40,145,923-100.0% | $62,881-87.6% |
| Participation rate | 96.4% | 62.0%+34.3pp | 68.4%+28.0pp | 69.3%+27.1pp |
| Annual return | 91.58% | 6.95%+84.6pp | 5.24%+86.3pp | 20.14%+71.4pp |
| Employer contribution / active EE | $41 | $1,333-96.9% | $1,844-97.8% | $2,281-98.2% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |