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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 | $11,014 | $59,140-81.4% | $160,037-93.1% | $66,949-83.5% |
| Participation rate | 93.2% | 68.1%+25.1pp | 78.0%+15.2pp | 69.8%+23.4pp |
| Annual return | 10.56% | -12.25%+22.8pp | 408.95%-398.4pp | 1.57%+9.0pp |
| Employer contribution / active EE | $2,020 | $1,982+1.9% | $4,226-52.2% | $2,545-20.7% |
| Participant deferral / active EE | $0 | $4,399-100.0% | $6,184-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $591-100.0% | $8,716-100.0% | $594-100.0% |