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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 | $3,839 | $31,370-87.8% | $74,577-94.9% | $63,975-94.0% |
| Participation rate | 100.0% | 42.6%+57.4pp | 68.1%+31.9pp | 71.1%+28.9pp |
| Annual return | 12.12% | -105.16%+117.3pp | 20.47%-8.3pp | 48.65%-36.5pp |
| Employer contribution / active EE | $63 | $822-92.3% | $2,525-97.5% | $2,182-97.1% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |