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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 | $26,363 | $86,655-69.6% | $119,622-78.0% | $66,938-60.6% |
| Participation rate | 99.1% | 75.6%+23.6pp | 79.3%+19.9pp | 69.8%+29.3pp |
| Annual return | 84.19% | -8.00%+92.2pp | -14.98%+99.2pp | 1.58%+82.6pp |
| Employer contribution / active EE | $5,212 | $2,536+105.5% | $4,232+23.1% | $2,545+104.8% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |