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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 | $25,623 | $74,024-65.4% | $78,002-67.2% | $57,658-55.6% |
| Participation rate | 99.3% | 79.7%+19.5pp | 75.5%+23.8pp | 70.2%+29.1pp |
| Annual return | 0.00% | 12.14%-12.1pp | 425.99%-426.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $19,146 | $2,365+709.5% | $2,470+675.1% | $1,974+870.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |