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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 | $18,463 | $60,795-69.6% | $69,483-73.4% | $65,186-71.7% |
| Participation rate | 84.6% | 74.9%+9.8pp | 74.6%+10.0pp | 70.2%+14.4pp |
| Annual return | 24.72% | 17.46%+7.3pp | 28.99%-4.3pp | 29.39%-4.7pp |
| Employer contribution / active EE | $2,633 | $2,452+7.4% | $2,780-5.3% | $2,177+20.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |