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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 | $182 | $59,054-99.7% | $97,167-99.8% | $77,671-99.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 0.00% | 16.96%-17.0pp | 75.27%-75.3pp | 31.21%-31.2pp |
| Employer contribution / active EE | $675 | $1,742-61.2% | $2,729-75.3% | $2,726-75.2% |
| Participant deferral / active EE | $0 | $3,930-100.0% | $4,264-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,650-100.0% | $430-100.0% |