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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 | $44,984-83.3% | $85,009-91.2% | $74,546-89.9% |
| Participation rate | 92.2% | 49.4%+42.8pp | 67.5%+24.7pp | 67.2%+25.0pp |
| Annual return | 29.61% | 26.25%+3.4pp | 66.47%-36.9pp | 1366.03%-1336.4pp |
| Employer contribution / active EE | $592 | $1,458-59.4% | $2,728-78.3% | $2,624-77.5% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |