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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 | $6,819 | $33,826-79.8% | $88,632-92.3% | $67,582-89.9% |
| Participation rate | 88.2% | 64.6%+23.6pp | 68.8%+19.5pp | 71.3%+17.0pp |
| Annual return | 0.00% | 68.24%-68.2pp | 43.75%-43.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $3,188 | $1,232+158.8% | $2,101+51.7% | $2,148+48.4% |
| Participant deferral / active EE | $0 | $2,089-100.0% | $2,917-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $134-96.6% | $4,308-99.9% | $142-96.8% |