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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 | $15,177 | $57,096-73.4% | $94,229-83.9% | $55,191-72.5% |
| Participation rate | 72.3% | 75.7%-3.3pp | 78.8%-6.4pp | 69.2%+3.2pp |
| Annual return | -0.09% | 159.65%-159.7pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $974 | $1,708-43.0% | $3,587-72.8% | $1,899-48.7% |
| Participant deferral / active EE | $845 | $3,165-73.3% | $4,320-80.4% | $3,046-72.2% |
| Admin fee / account holder | $15 | $89-83.2% | $6,269-99.8% | $91-83.5% |