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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 | $14,721 | $49,451-70.2% | $79,576-81.5% | $66,930-78.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 18.28% | 84.25%-66.0pp | 0.15%+18.1pp | 1.57%+16.7pp |
| Employer contribution / active EE | $1,836 | $1,266+45.1% | $2,413-23.9% | $2,545-27.9% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,834-100.0% | $593-100.0% |