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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 | $11,905 | $69,159-82.8% | $125,195-90.5% | $67,582-82.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $9,203 | $2,023+354.8% | $3,866+138.0% | $2,148+328.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |