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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 | $22,583 | $60,165-62.5% | $74,184-69.6% | $55,167-59.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.92% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,018 | $1,600-36.3% | $2,370-57.0% | $1,963-48.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $133 | $419-68.3% | $5,586-97.6% | $504-73.6% |