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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 | $18,674 | $64,138-70.9% | $112,258-83.4% | $66,930-72.1% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.1%+6.5pp | 69.8%+11.8pp |
| Annual return | -14.88% | -13.81%-1.1pp | 27.47%-42.4pp | 1.57%-16.5pp |
| Employer contribution / active EE | $3,410 | $3,006+13.4% | $3,636-6.2% | $2,545+34.0% |
| Participant deferral / active EE | $255 | $3,694-93.1% | $4,728-94.6% | $4,238-94.0% |
| Admin fee / account holder | $72 | $625-88.5% | $6,411-98.9% | $593-87.9% |