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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 | $12,544 | $89,465-86.0% | $164,866-92.4% | $77,671-83.8% |
| Participation rate | 94.4% | 78.6%+15.8pp | 78.6%+15.8pp | 70.6%+23.8pp |
| Annual return | 0.00% | 28.81%-28.8pp | 69.97%-70.0pp | 31.21%-31.2pp |
| Employer contribution / active EE | $3,360 | $2,568+30.9% | $4,343-22.6% | $2,726+23.2% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |