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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 | $13,426 | $49,471-72.9% | $79,583-83.1% | $66,949-79.9% |
| Participation rate | 85.0% | 61.4%+23.7pp | 69.5%+15.5pp | 69.8%+15.2pp |
| Annual return | -4.19% | 84.30%-88.5pp | 0.16%-4.3pp | 1.57%-5.8pp |
| Employer contribution / active EE | $1,182 | $1,266-6.6% | $2,414-51.0% | $2,545-53.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |