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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 | $8,604 | $58,888-85.4% | $178,499-95.2% | $73,493-88.3% |
| Participation rate | 97.2% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.5pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,410 | $2,236-37.0% | $5,011-71.9% | $2,270-37.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |