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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 | $13,436 | $48,064-72.0% | $78,778-82.9% | $69,631-80.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 21.06% | 21.81%-0.8pp | 35.62%-14.6pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,098 | $744+47.7% | $1,986-44.7% | $2,032-46.0% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |