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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 | $1,573 | $43,423-96.4% | $78,676-98.0% | $55,167-97.1% |
| Participation rate | 82.4% | 68.0%+14.3pp | 73.6%+8.8pp | 69.0%+13.4pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,759 | $1,997-11.9% | $2,850-38.3% | $1,963-10.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |