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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 | $2,628 | $70,115-96.3% | $70,565-96.3% | $80,169-96.7% |
| Participation rate | 96.9% | 71.7%+25.2pp | 68.4%+28.5pp | 72.9%+24.0pp |
| Annual return | 0.00% | 134.51%-134.5pp | 32.79%-32.8pp | 40.39%-40.4pp |
| Employer contribution / active EE | $1,290 | $3,021-57.3% | $2,976-56.6% | $2,978-56.7% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,568-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,430-100.0% | $145-100.0% |