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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 | $288 | $86,897-99.7% | $151,645-99.8% | $64,824-99.6% |
| Participation rate | 74.2% | 87.3%-13.1pp | 87.5%-13.3pp | 71.5%+2.7pp |
| Annual return | -15.05% | -3.57%-11.5pp | 3.34%-18.4pp | 32.84%-47.9pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |