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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 | $9,537 | $57,096-83.3% | $94,229-89.9% | $55,191-82.7% |
| Participation rate | 84.3% | 75.7%+8.6pp | 78.8%+5.5pp | 69.2%+15.1pp |
| Annual return | 0.00% | 159.65%-159.6pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $8,084 | $1,708+373.3% | $3,587+125.4% | $1,899+325.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |