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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 | $26,999 | $72,303-62.7% | $86,698-68.9% | $64,824-58.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.6%+10.9pp | 71.5%+16.1pp |
| Annual return | -11.90% | 392.77%-404.7pp | 35.96%-47.9pp | 32.84%-44.7pp |
| Employer contribution / active EE | $993 | $2,393-58.5% | $2,837-65.0% | $2,507-60.4% |
| Participant deferral / active EE | $3,470 | $4,660-25.5% | $4,656-25.5% | $4,311-19.5% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |