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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 | $1,497 | $63,905-97.7% | $74,184-98.0% | $57,658-97.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.00% | 60.60%-60.6pp | 17.74%-17.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,497 | $1,840-18.7% | $2,370-36.8% | $1,974-24.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |