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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 | $6,945 | $63,471-89.1% | $68,803-89.9% | $66,949-89.6% |
| Participation rate | 88.9% | 60.0%+28.9pp | 69.0%+19.9pp | 69.8%+19.1pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $4,247 | $1,776+139.1% | $2,656+59.9% | $2,545+66.8% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |