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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 | $0 | $44,473-100.0% | $76,518-100.0% | $55,725-100.0% |
| Participation rate | 84.0% | 51.0%+33.0pp | 68.0%+16.0pp | 70.9%+13.1pp |
| Annual return | 0.00% | -2.01%+2.0pp | -0.27%+0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,836-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |