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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 | $18,714 | $54,320-65.5% | $67,652-72.3% | $52,331-64.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 4.98% | 6.81%-1.8pp | 6625.04%-6620.1pp | 4.54%+0.4pp |
| Employer contribution / active EE | $545 | $1,544-64.7% | $2,266-75.9% | $1,882-71.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $16 | $527-96.9% | $4,821-99.7% | $592-97.3% |