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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 | $9,230 | $102,661-91.0% | $151,639-93.9% | $66,938-86.2% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | 2.35% | -10.81%+13.2pp | 3.34%-1.0pp | 1.58%+0.8pp |
| Employer contribution / active EE | $791 | $4,184-81.1% | $6,165-87.2% | $2,545-68.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |