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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 | $5,615 | $52,961-89.4% | $172,752-96.7% | $65,185-91.4% |
| Participation rate | 97.9% | 66.2%+31.7pp | 82.6%+15.2pp | 70.2%+27.7pp |
| Annual return | 25.45% | 30.12%-4.7pp | 802.97%-777.5pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,076 | $2,190-5.2% | $5,144-59.6% | $2,177-4.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |