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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 | $3,154 | $61,356-94.9% | $149,696-97.9% | $71,511-95.6% |
| Participation rate | 83.6% | 62.5%+21.1pp | 78.8%+4.8pp | 67.9%+15.7pp |
| Annual return | 36027.41% | 35.86%+35991.5pp | 134.46%+35893.0pp | 28.86%+35998.6pp |
| Employer contribution / active EE | $637 | $2,382-73.2% | $4,821-86.8% | $2,589-75.4% |
| Participant deferral / active EE | $662 | $2,920-77.3% | $5,682-88.3% | $4,291-84.6% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |