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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 | $17,589 | $59,448-70.4% | $93,696-81.2% | $74,459-76.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 16.81% | 82.11%-65.3pp | 133.74%-116.9pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $1,851 | $1,266+46.2% | $2,422-23.6% | $2,626-29.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |