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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 | $580 | $28,601-98.0% | $71,755-99.2% | $66,938-99.1% |
| Participation rate | 71.0% | 56.7%+14.3pp | 62.3%+8.7pp | 69.8%+1.2pp |
| Annual return | 0.00% | -10.90%+10.9pp | 9.09%-9.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $159 | $1,104-85.6% | $1,704-90.6% | $2,545-93.7% |
| Participant deferral / active EE | $330 | $1,912-82.8% | $2,656-87.6% | $4,238-92.2% |
| Admin fee / account holder | $0 | $506-100.0% | $3,972-100.0% | $594-100.0% |