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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 | $24,957 | $122,063-79.6% | $184,256-86.5% | $74,478-66.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 19.57% | 19.92%-0.3pp | 28.85%-9.3pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $3,867 | $4,539-14.8% | $6,427-39.8% | $2,626+47.2% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |