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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 | $78,607-75.9% | $105,624-82.1% | $74,478-74.6% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.1pp | 67.2%+32.1pp |
| Annual return | 30.91% | 15.96%+14.9pp | 116.20%-85.3pp | 1370.56%-1339.7pp |
| Employer contribution / active EE | $1,136 | $2,523-55.0% | $3,168-64.1% | $2,626-56.7% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |