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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 | $78,562-75.9% | $105,608-82.1% | $74,429-74.5% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 30.91% | 15.94%+15.0pp | 116.50%-85.6pp | 1368.38%-1337.5pp |
| Employer contribution / active EE | $1,136 | $2,521-54.9% | $3,167-64.1% | $2,625-56.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |