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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 | $9,584 | $73,102-86.9% | $123,553-92.2% | $56,289-83.0% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | 0.18% | 3.01%-2.8pp | 119.21%-119.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $1,174 | $2,977-60.6% | $4,628-74.6% | $2,111-44.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $554-99.7% | $9,284-100.0% | $521-99.7% |