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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 | $3,028 | $79,694-96.2% | $96,192-96.9% | $79,389-96.2% |
| Participation rate | 95.5% | 54.0%+41.5pp | 68.4%+27.1pp | 70.7%+24.8pp |
| Annual return | 0.00% | 40.84%-40.8pp | 192.09%-192.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $274 | $1,443-81.0% | $2,799-90.2% | $2,428-88.7% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,539-100.0% | $626-100.0% |