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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 | $86,882-91.8% | $150,734-95.3% | $69,255-89.7% |
| Participation rate | 96.5% | 84.3%+12.3pp | 78.4%+18.1pp | 69.0%+27.5pp |
| Annual return | 0.00% | 10.69%-10.7pp | 600.81%-600.8pp | 26.73%-26.7pp |
| Employer contribution / active EE | $0 | $5,194-100.0% | $4,918-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $14,905-100.0% | $733-100.0% |