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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 | $5,517 | $26,549-79.2% | $61,501-91.0% | $66,949-91.8% |
| Participation rate | 99.0% | 38.1%+60.9pp | 52.6%+46.4pp | 69.8%+29.2pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,352 | $651+414.6% | $1,160+189.0% | $2,545+31.7% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,132-100.0% | $594-100.0% |