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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 | $4,012 | $47,448-91.5% | $94,993-95.8% | $62,293-93.6% |
| Participation rate | 99.1% | 66.5%+32.6pp | 73.9%+25.2pp | 69.5%+29.5pp |
| Annual return | 14.57% | 22.64%-8.1pp | 27.14%-12.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,077 | $1,300+59.8% | $2,603-20.2% | $2,042+1.7% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |