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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 | $13,417 | $39,245-65.8% | $64,105-79.1% | $52,331-74.4% |
| Participation rate | 97.8% | 58.2%+39.6pp | 68.2%+29.6pp | 68.1%+29.7pp |
| Annual return | 27.18% | 14.79%+12.4pp | 791.24%-764.1pp | 4.54%+22.6pp |
| Employer contribution / active EE | $613 | $736-16.7% | $1,820-66.3% | $1,882-67.4% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |