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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 | $2,087 | $60,305-96.5% | $81,780-97.4% | $74,400-97.2% |
| Participation rate | 90.3% | 62.9%+27.4pp | 72.4%+17.9pp | 67.2%+23.1pp |
| Annual return | 51.07% | 16.89%+34.2pp | 776.27%-725.2pp | 1367.51%-1316.4pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,946 | $3,390-42.6% | $4,321-55.0% | $4,348-55.2% |
| Admin fee / account holder | $4 | $1,484-99.7% | $7,384-99.9% | $1,944-99.8% |