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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 | $5,407 | $33,067-83.7% | $76,518-92.9% | $56,289-90.4% |
| Participation rate | 98.6% | 55.4%+43.2pp | 68.0%+30.6pp | 69.9%+28.8pp |
| Annual return | 29.57% | 2.72%+26.9pp | -0.27%+29.8pp | -9.96%+39.5pp |
| Employer contribution / active EE | $428 | $1,200-64.4% | $2,647-83.8% | $2,111-79.7% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,849-100.0% | $521-100.0% |