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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 | $10,892 | $70,002-84.4% | $115,037-90.5% | $52,331-79.2% |
| Participation rate | 83.3% | 72.1%+11.2pp | 81.4%+2.0pp | 68.1%+15.2pp |
| Annual return | -1.08% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,318 | $2,715+22.2% | $4,608-28.0% | $1,882+76.3% |
| Participant deferral / active EE | $599 | $4,920-87.8% | $6,026-90.1% | $3,022-80.2% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |