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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 | $11,701 | $64,176-81.8% | $112,263-89.6% | $66,949-82.5% |
| Participation rate | 79.7% | 68.4%+11.3pp | 75.1%+4.7pp | 69.8%+9.9pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $7,412 | $3,007+146.5% | $3,636+103.8% | $2,545+191.2% |
| Participant deferral / active EE | $1,366 | $3,694-63.0% | $4,729-71.1% | $4,239-67.8% |
| Admin fee / account holder | $34 | $626-94.6% | $6,410-99.5% | $594-94.3% |