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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,593 | $55,423-86.3% | $155,602-95.1% | $74,400-89.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.31% | 269.07%-253.8pp | 64.81%-49.5pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $424 | $2,266-81.3% | $4,675-90.9% | $2,624-83.9% |
| Participant deferral / active EE | $314 | $2,835-88.9% | $5,629-94.4% | $4,348-92.8% |
| Admin fee / account holder | $3 | $1,744-99.8% | $15,923-100.0% | $1,944-99.9% |