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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 | $20,896 | $65,378-68.0% | $87,103-76.0% | $65,186-67.9% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+28.9pp |
| Annual return | 34.63% | 31.28%+3.4pp | 28.19%+6.4pp | 29.39%+5.2pp |
| Employer contribution / active EE | $550 | $1,823-69.8% | $2,521-78.2% | $2,177-74.8% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |