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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 | $3,475 | $63,346-94.5% | $92,240-96.2% | $70,126-95.0% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 16.24% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,373 | $2,471-44.4% | $3,680-62.7% | $2,343-41.4% |
| Participant deferral / active EE | $720 | $2,854-74.8% | $3,897-81.5% | $3,332-78.4% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |