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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 | $2,362 | $76,774-96.9% | $112,249-97.9% | $77,906-97.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -0.77% | -10.25%+9.5pp | 27.48%-28.3pp | 12.16%-12.9pp |
| Employer contribution / active EE | $1,563 | $3,977-60.7% | $3,636-57.0% | $2,846-45.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1 | $239-99.7% | $6,412-100.0% | $133-99.5% |