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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 | $16,610 | $76,696-78.3% | $96,515-82.8% | $71,511-76.8% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $7,074 | $3,032+133.4% | $3,740+89.2% | $2,589+173.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |