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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 | $6,029 | $61,338-90.2% | $149,717-96.0% | $71,495-91.6% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.6pp | 67.9%+30.5pp |
| Annual return | 22.77% | 35.86%-13.1pp | 134.41%-111.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,106 | $2,381-53.6% | $4,820-77.1% | $2,589-57.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,213-100.0% | $1,588-100.0% |