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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 | $16,780 | $52,884-68.3% | $84,753-80.2% | $55,167-69.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 22.29% | 18.03%+4.3pp | 22.78%-0.5pp | 169.23%-146.9pp |
| Employer contribution / active EE | $2,075 | $2,233-7.1% | $3,574-42.0% | $1,963+5.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |