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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 | $8,711 | $35,123-75.2% | $93,515-90.7% | $73,412-88.1% |
| Participation rate | 93.5% | 68.3%+25.3pp | 66.8%+26.7pp | 72.2%+21.3pp |
| Annual return | 13.38% | 18.89%-5.5pp | 78.21%-64.8pp | 59.30%-45.9pp |
| Employer contribution / active EE | $1,868 | $1,247+49.8% | $2,077-10.1% | $2,234-16.4% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,129-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $108-98.4% | $5,235-100.0% | $158-98.9% |