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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 | $23,597 | $80,781-70.8% | $102,437-77.0% | $74,478-68.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.18% | 27.58%-11.4pp | 24.95%-8.8pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $2,010 | $3,160-36.4% | $3,871-48.1% | $2,626-23.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |