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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 | $9,174 | $57,921-84.2% | $84,753-89.2% | $57,658-84.1% |
| Participation rate | 97.0% | 72.9%+24.0pp | 76.6%+20.4pp | 70.2%+26.7pp |
| Annual return | 0.00% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $8,724 | $2,598+235.8% | $3,574+144.1% | $1,974+342.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |