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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 | $15,557 | $84,499-81.6% | $125,391-87.6% | $66,949-76.8% |
| Participation rate | 73.6% | 76.4%-2.8pp | 82.4%-8.7pp | 69.8%+3.8pp |
| Annual return | -14.02% | -8.49%-5.5pp | 572.41%-586.4pp | 1.57%-15.6pp |
| Employer contribution / active EE | $2,117 | $3,554-40.4% | $4,816-56.0% | $2,545-16.8% |
| Participant deferral / active EE | $4,772 | $6,785-29.7% | $7,448-35.9% | $4,239+12.6% |
| Admin fee / account holder | $34 | $685-95.1% | $10,009-99.7% | $594-94.3% |