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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 | $11,868 | $82,163-85.6% | $125,381-90.5% | $64,819-81.7% |
| Participation rate | 95.2% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -5.31% | 3.49%-8.8pp | 572.31%-577.6pp | 32.84%-38.2pp |
| Employer contribution / active EE | $3,083 | $3,616-14.7% | $4,815-36.0% | $2,507+23.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $4 | $163-97.5% | $10,007-100.0% | $188-97.8% |