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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 | $15,295 | $61,166-75.0% | $185,849-91.8% | $79,391-80.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 41.41% | 19.45%+22.0pp | 122.10%-80.7pp | 116.88%-75.5pp |
| Employer contribution / active EE | $2,080 | $2,321-10.4% | $5,169-59.8% | $2,428-14.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |