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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 | $8,223 | $85,144-90.3% | $130,062-93.7% | $80,169-89.7% |
| Participation rate | 99.4% | 79.5%+19.9pp | 78.5%+20.9pp | 72.9%+26.4pp |
| Annual return | 0.00% | 23.78%-23.8pp | -137.37%+137.4pp | 40.39%-40.4pp |
| Employer contribution / active EE | $2,650 | $3,059-13.4% | $4,322-38.7% | $2,978-11.0% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $392-100.0% | $10,601-100.0% | $145-100.0% |