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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 | $19,302 | $69,708-72.3% | $67,560-71.4% | $74,478-74.1% |
| Participation rate | 94.3% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 16.33% | -40.67%+57.0pp | 3533.50%-3517.2pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,675 | $2,715-38.3% | $2,737-38.8% | $2,626-36.2% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |