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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 | $7,606 | $89,248-91.5% | $136,007-94.4% | $74,546-89.8% |
| Participation rate | 76.2% | 69.4%+6.8pp | 76.5%-0.3pp | 67.2%+9.0pp |
| Annual return | 17.10% | 22.76%-5.7pp | 579.32%-562.2pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,215-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,944-100.0% |