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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 | $27,235 | $86,655-68.6% | $119,615-77.2% | $66,923-59.3% |
| Participation rate | 92.0% | 75.6%+16.4pp | 79.3%+12.7pp | 69.8%+22.2pp |
| Annual return | 44.74% | -8.00%+52.7pp | -14.98%+59.7pp | 1.58%+43.2pp |
| Employer contribution / active EE | $2,753 | $2,536+8.6% | $4,232-35.0% | $2,545+8.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,324-100.0% | $593-100.0% |