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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 | $13,188 | $56,199-76.5% | $67,652-80.5% | $59,632-77.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 10.70% | 18505.31%-18494.6pp | 6625.04%-6614.3pp | 2041.32%-2030.6pp |
| Employer contribution / active EE | $569 | $1,614-64.8% | $2,266-74.9% | $2,203-74.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $32 | $3,958-99.2% | $4,821-99.3% | $4,297-99.2% |