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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 | $5,206 | $89,739-94.2% | $149,721-96.5% | $62,293-91.6% |
| Participation rate | 88.3% | 85.1%+3.2pp | 87.1%+1.3pp | 69.5%+18.8pp |
| Annual return | 22.84% | 21.01%+1.8pp | 1501.67%-1478.8pp | 28.90%-6.1pp |
| Employer contribution / active EE | $600 | $3,233-81.4% | $5,444-89.0% | $2,042-70.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |