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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 | $4,771 | $46,423-89.7% | $75,900-93.7% | $67,582-92.9% |
| Participation rate | 90.7% | 63.1%+27.6pp | 69.3%+21.4pp | 71.3%+19.4pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.73%-30.7pp | 378.57%-378.6pp |
| Employer contribution / active EE | $4,325 | $1,406+207.6% | $2,501+72.9% | $2,148+101.4% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,421-100.0% | $142-100.0% |