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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 | $6,712 | $62,686-89.3% | $178,505-96.2% | $77,762-91.4% |
| Participation rate | 73.2% | 66.9%+6.3pp | 77.1%-3.9pp | 70.6%+2.6pp |
| Annual return | 0.00% | 16.16%-16.2pp | 27.16%-27.2pp | 31.27%-31.3pp |
| Employer contribution / active EE | $2,939 | $1,914+53.6% | $3,955-25.7% | $2,728+7.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,280-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,428-100.0% | $433-100.0% |