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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 | $16,061 | $65,292-75.4% | $71,671-77.6% | $77,958-79.4% |
| Participation rate | 80.6% | 67.4%+13.2pp | 68.7%+11.8pp | 71.6%+8.9pp |
| Annual return | 17.05% | 21.25%-4.2pp | 20.65%-3.6pp | 20.87%-3.8pp |
| Employer contribution / active EE | $347 | $2,085-83.4% | $2,460-85.9% | $2,310-85.0% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |