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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 | $12,742 | $67,166-81.0% | $57,356-77.8% | $55,191-76.9% |
| Participation rate | 95.7% | 77.7%+18.0pp | 75.1%+20.6pp | 69.2%+26.6pp |
| Annual return | 14.55% | 4.22%+10.3pp | 24.41%-9.9pp | 10.78%+3.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $628 | $2,835-77.8% | $3,162-80.1% | $3,046-79.4% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |