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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 | $16,607 | $54,245-69.4% | $93,727-82.3% | $77,762-78.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 41.58% | 30.58%+11.0pp | 133.83%-92.2pp | 31.27%+10.3pp |
| Employer contribution / active EE | $451 | $1,168-61.4% | $2,421-81.4% | $2,728-83.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |