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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 | $11,543 | $54,245-78.7% | $93,727-87.7% | $77,762-85.2% |
| Participation rate | 99.8% | 63.9%+35.9pp | 68.7%+31.1pp | 70.6%+29.2pp |
| Annual return | 0.00% | 30.58%-30.6pp | 133.83%-133.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $540 | $1,168-53.8% | $2,421-77.7% | $2,728-80.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |