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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 | $22,495 | $59,220-62.0% | $96,570-76.7% | $79,391-71.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 0.00% | 27.08%-27.1pp | 37.79%-37.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $17,724 | $1,216+1357.1% | $2,357+651.9% | $2,428+630.0% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |