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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 | $10,608 | $53,412-80.1% | $68,509-84.5% | $52,331-79.7% |
| Participation rate | 99.5% | 71.7%+27.9pp | 74.7%+24.8pp | 68.1%+31.4pp |
| Annual return | 87.00% | 3.42%+83.6pp | 8.27%+78.7pp | 4.54%+82.5pp |
| Employer contribution / active EE | $1,125 | $1,607-30.0% | $2,278-50.6% | $1,882-40.2% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |