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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 | $18,943 | $78,483-75.9% | $106,201-82.2% | $74,546-74.6% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 30.91% | 15.94%+15.0pp | 116.26%-85.4pp | 1366.03%-1335.1pp |
| Employer contribution / active EE | $1,136 | $2,522-54.9% | $3,170-64.2% | $2,624-56.7% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |