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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 | $8,797 | $121,341-92.8% | $189,520-95.4% | $79,393-88.9% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.8%+6.7pp | 70.7%+23.8pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.25%-555.2pp | 116.87%-116.9pp |
| Employer contribution / active EE | $3,269 | $3,915-16.5% | $6,161-46.9% | $2,428+34.6% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,046-100.0% | $627-100.0% |