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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 | $8,721 | $34,634-74.8% | $77,100-88.7% | $64,824-86.5% |
| Participation rate | 98.3% | 49.8%+48.5pp | 67.9%+30.4pp | 71.5%+26.8pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $8,571 | $1,385+518.9% | $2,815+204.5% | $2,507+241.9% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |