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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 | $8,658 | $48,327-82.1% | $67,575-87.2% | $80,935-89.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.65% | 18.31%-6.7pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,273 | $2,022-37.0% | $2,736-53.4% | $2,757-53.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |