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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 | $1,424 | $46,332-96.9% | $143,797-99.0% | $64,824-97.8% |
| Participation rate | 92.0% | 64.2%+27.8pp | 80.3%+11.7pp | 71.5%+20.5pp |
| Annual return | -15.47% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,176 | $1,911+13.8% | $4,952-56.1% | $2,507-13.2% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |