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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 | $4,463 | $74,089-94.0% | $133,975-96.7% | $55,167-91.9% |
| Participation rate | 86.0% | 84.3%+1.7pp | 87.1%-1.1pp | 69.0%+17.0pp |
| Annual return | 19.30% | 12.11%+7.2pp | 29.29%-10.0pp | 169.23%-149.9pp |
| Employer contribution / active EE | $533 | $3,064-82.6% | $5,211-89.8% | $1,963-72.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |