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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 | $20,879 | $69,383-69.9% | $101,271-79.4% | $73,493-71.6% |
| Participation rate | 98.7% | 68.4%+30.4pp | 75.8%+22.9pp | 70.7%+28.1pp |
| Annual return | 32.56% | 18.46%+14.1pp | 46.48%-13.9pp | 28.51%+4.0pp |
| Employer contribution / active EE | $2,818 | $2,628+7.2% | $3,660-23.0% | $2,270+24.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |