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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 | $10,657 | $43,466-75.5% | $90,970-88.3% | $90,274-88.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 35.79% | 25.26%+10.5pp | 134.58%-98.8pp | 53.97%-18.2pp |
| Employer contribution / active EE | $840 | $8400% | $2,122-60.4% | $2,523-66.7% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,960-100.0% | $114-100.0% |