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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 | $16,958 | $59,191-71.3% | $76,767-77.9% | $56,289-69.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -0.42% | 6.62%-7.0pp | 2.43%-2.8pp | -9.96%+9.5pp |
| Employer contribution / active EE | $806 | $1,759-54.1% | $2,485-67.6% | $2,111-61.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $489-99.9% | $6,675-100.0% | $521-99.9% |