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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 | $8,844 | $106,236-91.7% | $112,263-92.1% | $64,824-86.4% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.6pp | 71.5%+27.2pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.49%-27.5pp | 32.84%-32.8pp |
| Employer contribution / active EE | $8,725 | $3,167+175.5% | $3,636+139.9% | $2,507+248.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |