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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 | $2,556 | $84,936-97.0% | $111,308-97.7% | $79,391-96.8% |
| Participation rate | 92.3% | 75.9%+16.5pp | 77.3%+15.0pp | 70.7%+21.6pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.67%-54.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $4,498 | $1,979+127.3% | $2,732+64.7% | $2,428+85.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |