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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 | $21,416 | $50,956-58.0% | $96,570-77.8% | $86,821-75.3% |
| Participation rate | 96.3% | 65.2%+31.1pp | 69.8%+26.5pp | 72.3%+24.0pp |
| Annual return | 12.54% | 21.27%-8.7pp | 37.79%-25.2pp | 97.94%-85.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,046 | $2,954-64.6% | $3,849-72.8% | $4,132-74.7% |
| Admin fee / account holder | $11 | $166-93.5% | $6,182-99.8% | $170-93.6% |