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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 | $5,369 | $76,774-93.0% | $112,258-95.2% | $77,906-93.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.57% | -10.25%+0.7pp | 27.47%-37.0pp | 12.16%-21.7pp |
| Employer contribution / active EE | $1,627 | $3,977-59.1% | $3,636-55.2% | $2,846-42.8% |
| Participant deferral / active EE | $640 | $3,778-83.1% | $4,728-86.5% | $4,805-86.7% |
| Admin fee / account holder | $126 | $239-47.4% | $6,411-98.0% | $133-5.3% |