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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 | $10,940 | $46,332-76.4% | $143,799-92.4% | $64,819-83.1% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.3pp |
| Annual return | -13.29% | -10.05%-3.2pp | -0.04%-13.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $420 | $1,911-78.0% | $4,952-91.5% | $2,507-83.2% |
| 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% | $14,677-100.0% | $188-100.0% |