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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 | $6,599 | $43,550-84.8% | $63,244-89.6% | $52,331-87.4% |
| Participation rate | 95.3% | 65.7%+29.6pp | 71.0%+24.2pp | 68.1%+27.2pp |
| Annual return | 19.38% | 2.03%+17.3pp | -70.31%+89.7pp | 4.54%+14.8pp |
| Employer contribution / active EE | $330 | $1,351-75.6% | $2,322-85.8% | $1,882-82.5% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $387-99.8% | $5,893-100.0% | $592-99.8% |