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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 | $29,000 | $86,692-66.5% | $119,634-75.8% | $66,949-56.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 8.53% | -8.00%+16.5pp | -14.98%+23.5pp | 1.57%+7.0pp |
| Employer contribution / active EE | $2,178 | $2,536-14.1% | $4,232-48.5% | $2,545-14.4% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $91 | $755-87.9% | $10,329-99.1% | $594-84.6% |