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 | $9,096 | $125,578-92.8% | $86,460-89.5% | $89,433-89.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -16.44% | -16.42%0pp | 4399.82%-4416.3pp | -11.88%-4.6pp |
| Employer contribution / active EE | $1,578 | $4,137-61.9% | $3,771-58.2% | $3,021-47.8% |
| Participant deferral / active EE | $0 | $9,976-100.0% | $6,954-100.0% | $5,125-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $6,727-100.0% | $79-100.0% |