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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 | $14,232 | $37,044-61.6% | $71,796-80.2% | $57,658-75.3% |
| Participation rate | 99.7% | 61.1%+38.6pp | 69.1%+30.6pp | 70.2%+29.5pp |
| Annual return | 19.46% | 12.64%+6.8pp | 78.04%-58.6pp | 5.13%+14.3pp |
| Employer contribution / active EE | $364 | $720-49.4% | $1,924-81.1% | $1,974-81.5% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |