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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 | $31,014 | $73,638-57.9% | $95,956-67.7% | $73,493-57.8% |
| Participation rate | 97.1% | 76.2%+21.0pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 53.92% | 16.78%+37.1pp | 91.63%-37.7pp | 28.51%+25.4pp |
| Employer contribution / active EE | $2,442 | $1,863+31.1% | $2,541-3.9% | $2,270+7.6% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |