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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 | $24,879 | $82,188-69.7% | $125,391-80.2% | $64,824-61.6% |
| Participation rate | 98.7% | 77.9%+20.8pp | 82.4%+16.3pp | 71.5%+27.3pp |
| Annual return | -2.25% | 3.50%-5.7pp | 572.41%-574.7pp | 32.84%-35.1pp |
| Employer contribution / active EE | $8,696 | $3,617+140.4% | $4,816+80.6% | $2,507+246.8% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $6 | $163-96.2% | $10,009-99.9% | $188-96.7% |