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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 | $1,316 | $88,324-98.5% | $115,038-98.9% | $55,191-97.6% |
| Participation rate | 97.1% | 72.5%+24.5pp | 81.4%+15.7pp | 69.2%+27.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,474 | $2,805+95.2% | $4,608+18.8% | $1,899+188.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |