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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 | $10,404 | $69,012-84.9% | $160,037-93.5% | $68,490-84.8% |
| Participation rate | 97.8% | 65.4%+32.4pp | 78.0%+19.9pp | 67.9%+30.0pp |
| Annual return | 47.17% | -9.65%+56.8pp | 408.95%-361.8pp | -7.85%+55.0pp |
| Employer contribution / active EE | $312 | $2,212-85.9% | $4,226-92.6% | $2,597-88.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,716-100.0% | $5,403-100.0% |