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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 | $7,494 | $45,119-83.4% | $85,126-91.2% | $74,429-89.9% |
| Participation rate | 92.2% | 49.4%+42.8pp | 67.5%+24.7pp | 67.2%+25.0pp |
| Annual return | 29.61% | 26.28%+3.3pp | 66.63%-37.0pp | 1368.38%-1338.8pp |
| Employer contribution / active EE | $592 | $1,460-59.5% | $2,731-78.3% | $2,625-77.5% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |