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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 | $18,643 | $65,322-71.5% | $70,494-73.6% | $73,497-74.6% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 26.66% | 15.71%+10.9pp | 109.16%-82.5pp | 28.51%-1.9pp |
| Employer contribution / active EE | $3,429 | $2,460+39.4% | $2,738+25.2% | $2,270+51.1% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |