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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 | $8,816 | $70,083-87.4% | $59,899-85.3% | $55,725-84.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 0.00% | 3.13%-3.1pp | 3.46%-3.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,156 | $2,878-25.1% | $2,723-20.8% | $2,078+3.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |