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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 | $5,933 | $85,515-93.1% | $112,040-94.7% | $67,986-91.3% |
| Participation rate | 98.9% | 68.2%+30.7pp | 76.5%+22.4pp | 57.2%+41.7pp |
| Annual return | 98.07% | 29.68%+68.4pp | 24.52%+73.6pp | 31.67%+66.4pp |
| Employer contribution / active EE | $12 | $2,191-99.5% | $2,954-99.6% | $2,019-99.4% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |