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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 | $2,761 | $37,463-92.6% | $77,096-96.4% | $66,938-95.9% |
| Participation rate | 96.2% | 52.9%+43.3pp | 67.9%+28.3pp | 69.8%+26.4pp |
| Annual return | -3.48% | -3.25%-0.2pp | 42.35%-45.8pp | 1.58%-5.1pp |
| Employer contribution / active EE | $1,047 | $1,535-31.8% | $2,814-62.8% | $2,545-58.9% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $80 | $568-86.0% | $5,428-98.5% | $594-86.6% |