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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 | $18,485 | $50,464-63.4% | $75,784-75.6% | $52,331-64.7% |
| Participation rate | 99.1% | 66.8%+32.3pp | 75.8%+23.3pp | 68.1%+31.0pp |
| Annual return | 165.34% | 1.03%+164.3pp | 9.68%+155.7pp | 4.54%+160.8pp |
| Employer contribution / active EE | $1,491 | $1,988-25.0% | $3,323-55.1% | $1,882-20.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $1,103-99.3% | $5,300-99.8% | $592-98.6% |