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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 | $14,357 | $69,848-79.4% | $115,756-87.6% | $66,949-78.6% |
| Participation rate | 91.4% | 70.6%+20.8pp | 77.1%+14.3pp | 69.8%+21.6pp |
| Annual return | 0.83% | 969.66%-968.8pp | 143.14%-142.3pp | 1.57%-0.7pp |
| Employer contribution / active EE | $4,762 | $2,613+82.3% | $3,793+25.6% | $2,545+87.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |