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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 | $26,022 | $73,884-64.8% | $95,964-72.9% | - |
| Participation rate | 91.9% | 80.0%+11.9pp | 77.1%+14.8pp | - |
| Annual return | 8.17% | 11.13%-3.0pp | 91.64%-83.5pp | - |
| Employer contribution / active EE | $1,030 | $1,782-42.2% | $2,541-59.5% | - |
| Participant deferral / active EE | $1,373 | $3,914-64.9% | $4,167-67.1% | - |
| Admin fee / account holder | $97 | $4,316-97.7% | $6,797-98.6% | - |