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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 | $6,710 | $59,111-88.6% | $86,451-92.2% | $68,490-90.2% |
| Participation rate | 97.3% | 75.2%+22.1pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | 1.76% | -0.22%+2.0pp | 4398.51%-4396.7pp | -7.85%+9.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,640-100.0% | $6,734-100.0% | $5,403-100.0% |