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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 | $18,364 | $42,367-56.7% | $79,583-76.9% | $64,824-71.7% |
| Participation rate | 95.1% | 64.7%+30.4pp | 69.5%+25.6pp | 71.5%+23.6pp |
| Annual return | -12.84% | -12.24%-0.6pp | 0.16%-13.0pp | 32.84%-45.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,163 | $3,168-63.3% | $3,986-70.8% | $4,311-73.0% |
| Admin fee / account holder | $9 | $160-94.1% | $6,835-99.9% | $188-95.0% |