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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 | $9,299 | $37,463-75.2% | $77,100-87.9% | $66,949-86.1% |
| Participation rate | 95.8% | 52.9%+42.9pp | 67.9%+27.9pp | 69.8%+26.0pp |
| Annual return | -14.64% | -3.25%-11.4pp | 42.35%-57.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $1,317 | $1,535-14.2% | $2,815-53.2% | $2,545-48.2% |
| Participant deferral / active EE | $2,396 | $2,621-8.6% | $4,430-45.9% | $4,239-43.5% |
| Admin fee / account holder | $11 | $568-98.1% | $5,443-99.8% | $594-98.2% |