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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 | $3,467 | $87,733-96.0% | $106,551-96.7% | $85,856-96.0% |
| Participation rate | 99.0% | 71.9%+27.0pp | 76.1%+22.8pp | 69.3%+29.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $13,224 | $2,073+538.0% | $2,819+369.1% | $2,565+415.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |