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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 | $36,731 | $122,042-69.9% | $184,243-80.1% | $74,429-50.6% |
| Participation rate | 91.3% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.1pp |
| Annual return | 15.59% | 19.91%-4.3pp | 28.82%-13.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $3,007 | $4,538-33.7% | $6,427-53.2% | $2,625+14.6% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |