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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 | $22,624 | $74,347-69.6% | $93,621-75.8% | $67,582-66.5% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 23.01% | 28.07%-5.1pp | 32.76%-9.7pp | 378.57%-355.6pp |
| Employer contribution / active EE | $1,413 | $2,583-45.3% | $2,719-48.0% | $2,148-34.2% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |