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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 | $5,431 | $59,312-90.8% | $149,723-96.4% | $103,590-94.8% |
| Participation rate | 100.0% | 70.3%+29.7pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 20.55% | 78.03%-57.5pp | 134.50%-113.9pp | 33.13%-12.6pp |
| Employer contribution / active EE | $288 | $2,187-86.8% | $4,821-94.0% | $3,213-91.0% |
| Participant deferral / active EE | $804 | $3,719-78.4% | $5,682-85.8% | $5,214-84.6% |
| Admin fee / account holder | $25 | $103-75.7% | $13,215-99.8% | $114-78.1% |