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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 | $5,057 | $55,230-90.8% | $79,583-93.6% | - |
| Participation rate | 80.8% | 62.4%+18.4pp | 69.5%+11.3pp | - |
| Annual return | 0.00% | -17.05%+17.0pp | 0.16%-0.2pp | - |
| Employer contribution / active EE | $2,020 | $1,304+54.9% | $2,414-16.3% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $0 | $7,320-100.0% | $6,835-100.0% | - |