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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 | $19,075 | $84,499-77.4% | $125,391-84.8% | $66,949-71.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -7.58% | -8.49%+0.9pp | 572.41%-580.0pp | 1.57%-9.1pp |
| Employer contribution / active EE | $1,912 | $3,554-46.2% | $4,816-60.3% | $2,545-24.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |