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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 | $18,486 | $39,245-52.9% | $64,105-71.2% | $52,331-64.7% |
| Participation rate | 86.0% | 58.2%+27.8pp | 68.2%+17.9pp | 68.1%+17.9pp |
| Annual return | 9.55% | 14.79%-5.2pp | 791.24%-781.7pp | 4.54%+5.0pp |
| Employer contribution / active EE | $441 | $736-40.1% | $1,820-75.8% | $1,882-76.6% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |