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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 | $22,406 | $84,493-73.5% | $125,381-82.1% | $66,938-66.5% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -15.23% | -8.49%-6.7pp | 572.31%-587.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,951 | $3,554+39.3% | $4,815+2.8% | $2,545+94.5% |
| Participant deferral / active EE | $3,732 | $6,783-45.0% | $7,448-49.9% | $4,238-12.0% |
| Admin fee / account holder | $31 | $685-95.5% | $10,007-99.7% | $594-94.8% |