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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 | $15,021 | $65,437-77.0% | $86,698-82.7% | $66,949-77.6% |
| Participation rate | 91.1% | 75.5%+15.6pp | 76.6%+14.5pp | 69.8%+21.2pp |
| Annual return | -8.63% | -10.91%+2.3pp | 35.96%-44.6pp | 1.57%-10.2pp |
| Employer contribution / active EE | $1,642 | $2,154-23.8% | $2,837-42.1% | $2,545-35.5% |
| Participant deferral / active EE | $1,043 | $4,102-74.6% | $4,656-77.6% | $4,239-75.4% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |