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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 | $15,191 | $64,716-76.5% | $112,258-86.5% | $68,495-77.8% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.0pp |
| Annual return | -18.78% | -11.40%-7.4pp | 27.47%-46.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,996 | $2,746+118.3% | $3,636+64.9% | $2,596+130.9% |
| Participant deferral / active EE | $178 | $3,565-95.0% | $4,728-96.2% | $4,028-95.6% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |