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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 | $7,702 | $100,272-92.3% | $170,028-95.5% | $74,440-89.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 75.18% | 66.12%+9.1pp | 53.39%+21.8pp | 34.37%+40.8pp |
| Employer contribution / active EE | $1,932 | $4,266-54.7% | $6,788-71.5% | $2,638-26.8% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,409-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,820-100.0% | $348-100.0% |