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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 | $7,133 | $88,183-91.9% | $107,187-93.3% | $71,012-90.0% |
| Participation rate | 96.5% | 67.5%+29.0pp | 75.0%+21.5pp | 58.6%+38.0pp |
| Annual return | 0.00% | 16.47%-16.5pp | 204.55%-204.5pp | 37.67%-37.7pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |