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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 | $6,917 | $64,719-89.3% | $112,249-93.8% | $68,486-89.9% |
| Participation rate | 82.7% | 67.2%+15.5pp | 75.1%+7.6pp | 67.9%+14.8pp |
| Annual return | -19.19% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,409 | $2,747-12.3% | $3,636-33.7% | $2,597-7.2% |
| Participant deferral / active EE | $860 | $3,565-75.9% | $4,729-81.8% | $4,028-78.7% |
| Admin fee / account holder | $68 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |