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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 | $46 | $47,766-99.9% | $82,763-99.9% | $64,824-99.9% |
| Participation rate | 88.3% | 67.7%+20.7pp | 72.6%+15.8pp | 71.5%+16.9pp |
| Annual return | 0.00% | -13.06%+13.1pp | 702.45%-702.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $43 | $3,332-98.7% | $4,395-99.0% | $4,311-99.0% |
| Admin fee / account holder | $0 | $143-99.9% | $5,325-100.0% | $188-99.9% |