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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 | $9,310 | $55,437-83.2% | $155,534-94.0% | $74,459-87.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.59% | 269.58%-256.0pp | 64.92%-51.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $349 | $2,837-87.7% | $5,630-93.8% | $4,350-92.0% |
| Admin fee / account holder | $1 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |