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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 | $53,204-77.6% | $155,556-92.4% | $200,096-94.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 19.13% | 41.02%-21.9pp | 64.84%-45.7pp | 34.26%-15.1pp |
| Employer contribution / active EE | $2,028 | $1,850+9.6% | $4,675-56.6% | $3,038-33.2% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $15,885-100.0% | $269-99.9% |