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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 | $5,147 | $57,976-91.1% | $63,018-91.8% | $62,293-91.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 15.78% | 17.54%-1.8pp | 87.62%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $799 | $2,415-66.9% | $2,761-71.1% | $2,042-60.9% |
| Participant deferral / active EE | $455 | $2,956-84.6% | $3,330-86.3% | $3,169-85.7% |
| Admin fee / account holder | $15 | $276-94.7% | $3,601-99.6% | $479-97.0% |