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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 | $2,937 | $56,640-94.8% | $80,977-96.4% | $57,658-94.9% |
| Participation rate | 97.5% | 75.9%+21.7pp | 75.8%+21.7pp | 70.2%+27.3pp |
| Annual return | 0.00% | 19.97%-20.0pp | 17.11%-17.1pp | 5.13%-5.1pp |
| Employer contribution / active EE | $4,458 | $2,085+113.8% | $3,715+20.0% | $1,974+125.9% |
| Participant deferral / active EE | $0 | $4,944-100.0% | $5,696-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $5,517-100.0% | $95-100.0% |