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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 | $5,078 | $33,018-84.6% | $77,096-93.4% | $78,104-93.5% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.9%+32.1pp | 74.5%+25.5pp |
| Annual return | 11.70% | -7.47%+19.2pp | 42.35%-30.6pp | 10.90%+0.8pp |
| Employer contribution / active EE | $64 | $987-93.5% | $2,814-97.7% | $3,128-97.9% |
| Participant deferral / active EE | $0 | $2,365-100.0% | $4,429-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $5,428-100.0% | $79-100.0% |