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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 | $22,903 | $84,493-72.9% | $125,381-81.7% | $66,938-65.8% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -10.29% | -8.49%-1.8pp | 572.31%-582.6pp | 1.58%-11.9pp |
| Employer contribution / active EE | $3,514 | $3,554-1.1% | $4,815-27.0% | $2,545+38.1% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |