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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 | $11,409 | $46,072-75.2% | $69,779-83.6% | $55,167-79.3% |
| Participation rate | 92.0% | 67.5%+24.5pp | 71.8%+20.2pp | 69.0%+23.0pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $10,494 | $1,500+599.6% | $2,338+348.8% | $1,963+434.7% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |