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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 | $15,985 | $49,451-67.7% | $79,580-79.9% | $66,938-76.1% |
| Participation rate | 91.3% | 61.3%+30.0pp | 69.5%+21.8pp | 69.8%+21.5pp |
| Annual return | -15.48% | 84.25%-99.7pp | 0.15%-15.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,037 | $1,266-18.1% | $2,413-57.0% | $2,545-59.3% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $595-99.8% | $6,835-100.0% | $594-99.8% |