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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 | $3,705 | $32,929-88.7% | $76,518-95.2% | $68,904-94.6% |
| Participation rate | 100.0% | 38.1%+61.9pp | 68.0%+32.0pp | 74.1%+25.9pp |
| Annual return | 19.09% | 7.15%+11.9pp | -0.27%+19.4pp | 1.07%+18.0pp |
| Employer contribution / active EE | $45 | $904-95.0% | $2,647-98.3% | $2,540-98.2% |
| Participant deferral / active EE | $0 | $1,310-100.0% | $3,836-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $4,849-100.0% | $71-100.0% |