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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 | $11,990 | $44,229-72.9% | $155,789-92.3% | $55,191-78.3% |
| Participation rate | 96.6% | 60.8%+35.8pp | 76.1%+20.5pp | 69.2%+27.5pp |
| Annual return | 3.33% | 0.37%+3.0pp | 71.54%-68.2pp | 10.78%-7.5pp |
| Employer contribution / active EE | $1,713 | $1,317+30.0% | $3,839-55.4% | $1,899-9.8% |
| Participant deferral / active EE | $0 | $2,851-100.0% | $4,798-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $7,477-100.0% | $91-100.0% |