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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 | $12,281 | $51,226-76.0% | $82,744-85.2% | $66,938-81.7% |
| Participation rate | 96.4% | 67.9%+28.5pp | 72.6%+23.8pp | 69.8%+26.6pp |
| Annual return | -9.53% | -9.61%+0.1pp | 702.22%-711.8pp | 1.58%-11.1pp |
| Employer contribution / active EE | $689 | $2,612-73.6% | $3,008-77.1% | $2,545-72.9% |
| Participant deferral / active EE | $515 | $3,460-85.1% | $4,395-88.3% | $4,238-87.8% |
| Admin fee / account holder | $81 | $416-80.5% | $5,325-98.5% | $594-86.4% |