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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 | $11,766 | $84,940-86.1% | $111,306-89.4% | $79,389-85.2% |
| Participation rate | 79.1% | 75.9%+3.2pp | 77.3%+1.7pp | 70.7%+8.4pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.67%-54.7pp | 116.89%-116.9pp |
| Employer contribution / active EE | $4,420 | $1,979+123.3% | $2,732+61.8% | $2,428+82.1% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,966-100.0% | $626-100.0% |