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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 | $29,500 | $86,225-65.8% | $146,685-79.9% | $86,813-66.0% |
| Participation rate | 84.2% | 78.0%+6.3pp | 80.1%+4.2pp | 72.3%+12.0pp |
| Annual return | 0.00% | 31.23%-31.2pp | 22.75%-22.7pp | 97.93%-97.9pp |
| Employer contribution / active EE | $1,576 | $2,392-34.1% | $4,137-61.9% | $2,406-34.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,507-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |