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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 | $12,331 | $46,332-73.4% | $143,797-91.4% | $64,824-81.0% |
| Participation rate | 81.3% | 64.2%+17.1pp | 80.3%+1.0pp | 71.5%+9.8pp |
| Annual return | -16.08% | -10.05%-6.0pp | -0.04%-16.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,491 | $1,911-22.0% | $4,952-69.9% | $2,507-40.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $192 | $154+24.5% | $14,679-98.7% | $188+2.0% |