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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 | $101,591-82.8% | $147,096-88.1% | $74,429-76.5% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.2%-6.6pp | 67.2%+8.4pp |
| Annual return | 19.06% | 8746.45%-8727.4pp | 419.75%-400.7pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $1,004 | $3,813-73.7% | $4,936-79.7% | $2,625-61.7% |
| Participant deferral / active EE | $2,149 | $7,302-70.6% | $8,071-73.4% | $4,348-50.6% |
| Admin fee / account holder | $2 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |