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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 | $4,367 | $26,549-83.6% | $61,501-92.9% | $66,949-93.5% |
| Participation rate | 98.9% | 38.1%+60.8pp | 52.6%+46.3pp | 69.8%+29.1pp |
| Annual return | -18.20% | -16.21%-2.0pp | 339.04%-357.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $379 | $651-41.8% | $1,160-67.3% | $2,545-85.1% |
| Participant deferral / active EE | $1,801 | $1,338+34.6% | $2,125-15.2% | $4,239-57.5% |
| Admin fee / account holder | $18 | $409-95.5% | $2,132-99.1% | $594-96.9% |