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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 | $15,279 | $35,485-56.9% | $74,551-79.5% | $55,725-72.6% |
| Participation rate | 94.4% | 62.5%+31.8pp | 69.1%+25.2pp | 70.9%+23.5pp |
| Annual return | 2.70% | 0.72%+2.0pp | 32.53%-29.8pp | 244.93%-242.2pp |
| Employer contribution / active EE | $3,541 | $777+355.5% | $1,961+80.6% | $2,078+70.4% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $114-98.8% | $5,059-100.0% | $115-98.8% |