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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 | $15,748 | $80,781-80.5% | $102,437-84.6% | $74,478-78.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.58%-27.6pp | 24.95%-24.9pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $15,748 | $3,160+398.4% | $3,871+306.9% | $2,626+499.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |