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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 | $17,460 | $101,499-82.8% | $147,005-88.1% | $74,546-76.6% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.2%-6.6pp | 67.2%+8.4pp |
| Annual return | 19.06% | 8732.34%-8713.3pp | 418.76%-399.7pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,004 | $3,811-73.7% | $4,934-79.6% | $2,624-61.7% |
| Participant deferral / active EE | $2,149 | $7,304-70.6% | $8,070-73.4% | $4,347-50.6% |
| Admin fee / account holder | $2 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |