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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 | $15,367 | $105,581-85.4% | $70,494-78.2% | $90,274-83.0% |
| Participation rate | 97.6% | 77.5%+20.1pp | 75.1%+22.6pp | 73.4%+24.3pp |
| Annual return | 33.16% | 14.78%+18.4pp | 109.16%-76.0pp | 53.97%-20.8pp |
| Employer contribution / active EE | $2,641 | $3,304-20.1% | $2,738-3.6% | $2,523+4.6% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $3,848-100.0% | $114-100.0% |