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Participant 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 | $3,208 | $39,038-91.8% | $98,755-96.8% | $86,813-96.3% |
| Participation rate | 96.4% | 68.2%+28.2pp | 65.7%+30.7pp | 72.3%+24.1pp |
| Annual return | 14.35% | 25.86%-11.5pp | 49.91%-35.6pp | 97.93%-83.6pp |
| Employer contribution / active EE | $0 | $1,231-100.0% | $2,067-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $683 | $2,581-73.5% | $3,035-77.5% | $4,131-83.5% |
| Admin fee / account holder | $2 | $126-98.3% | $4,076-99.9% | $170-98.7% |