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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 | $21,155 | $58,320-63.7% | $86,451-75.5% | $66,949-68.4% |
| Participation rate | 99.4% | 78.6%+20.9pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -4.50% | -9.71%+5.2pp | 4398.51%-4403.0pp | 1.57%-6.1pp |
| Employer contribution / active EE | $4,308 | $2,615+64.7% | $3,770+14.3% | $2,545+69.3% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $546-99.5% | $6,734-100.0% | $594-99.6% |