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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 | $7,461 | $64,138-88.4% | $112,258-93.4% | $66,930-88.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.73% | -13.81%+0.1pp | 27.47%-41.2pp | 1.57%-15.3pp |
| Employer contribution / active EE | $4,316 | $3,006+43.6% | $3,636+18.7% | $2,545+69.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $15 | $625-97.6% | $6,411-99.8% | $593-97.5% |