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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 | $1,587 | $61,356-97.4% | $149,696-98.9% | $71,511-97.8% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.4pp | 67.9%+14.2pp |
| Annual return | 29.82% | 35.86%-6.0pp | 134.46%-104.6pp | 28.86%+1.0pp |
| Employer contribution / active EE | $430 | $2,382-81.9% | $4,821-91.1% | $2,589-83.4% |
| Participant deferral / active EE | $739 | $2,920-74.7% | $5,682-87.0% | $4,291-82.8% |
| Admin fee / account holder | $7 | $1,263-99.5% | $13,212-99.9% | $1,588-99.6% |