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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 | $6,578 | $56,095-88.3% | $178,498-96.3% | $90,274-92.7% |
| Participation rate | 91.1% | 65.6%+25.5pp | 81.9%+9.1pp | 73.4%+17.7pp |
| Annual return | 89.99% | 28.81%+61.2pp | 151.09%-61.1pp | 53.97%+36.0pp |
| Employer contribution / active EE | $51 | $1,572-96.8% | $5,011-99.0% | $2,523-98.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,985-100.0% | $114-100.0% |