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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 | $4,109 | $62,715-93.4% | $104,301-96.1% | $66,938-93.9% |
| Participation rate | 98.5% | 59.6%+38.9pp | 73.3%+25.2pp | 69.8%+28.7pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.61%-24.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,347 | $1,976+170.6% | $3,373+58.5% | $2,545+110.1% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,340-100.0% | $594-100.0% |