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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 | $11,896 | $53,254-77.7% | $155,574-92.4% | $199,921-94.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 19.13% | 41.18%-22.1pp | 64.87%-45.7pp | 34.28%-15.2pp |
| Employer contribution / active EE | $2,028 | $1,848+9.8% | $4,676-56.6% | $3,035-33.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $15,914-100.0% | $269-99.9% |