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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 | $910 | $71,192-98.7% | $117,861-99.2% | $62,293-98.5% |
| Participation rate | 92.4% | 74.2%+18.2pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.11%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $560 | $1,934-71.1% | $3,786-85.2% | $2,042-72.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |