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 | $138,103 | $53,939,316-99.7% | $1,035,159-86.7% | $18,026,966-99.2% |
| Participation rate | 100.0% | 9.1%+90.9pp | 49.6%+50.4pp | 1.8%+98.2pp |
| Annual return | -3.62% | -3.37%-0.3pp | -61.72%+58.1pp | 0.19%-3.8pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $36,268 | $10,776+236.6% | $135+26769.6% | $804+4413.6% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |