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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 | $307 | $49,468-99.4% | $150,298-99.8% | $103,975-99.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 77.8%+22.2pp | 72.5%+27.5pp |
| Annual return | 0.00% | 38.98%-39.0pp | 62.79%-62.8pp | 19.41%-19.4pp |
| Employer contribution / active EE | $301 | $1,670-81.9% | $4,154-92.7% | $3,722-91.9% |
| Participant deferral / active EE | $0 | $2,650-100.0% | $5,453-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $385-100.0% | $14,116-100.0% | $332-100.0% |