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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 | $2,109 | $39,243-94.6% | $80,784-97.4% | $79,389-97.3% |
| Participation rate | 71.1% | 41.0%+30.0pp | 54.2%+16.9pp | 70.7%+0.3pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.31%-87.3pp | 116.89%-116.9pp |
| Employer contribution / active EE | $572 | $593-3.6% | $1,160-50.7% | $2,428-76.4% |
| Participant deferral / active EE | $1,243 | $1,262-1.6% | $2,145-42.1% | $4,046-69.3% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |