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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 | $17,278 | $82,678-79.1% | $125,391-86.2% | $68,490-74.8% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $5,162 | $3,382+52.6% | $4,816+7.2% | $2,597+98.8% |
| Participant deferral / active EE | $7,456 | $6,111+22.0% | $7,448+0.1% | $4,028+85.1% |
| Admin fee / account holder | $23 | $6,277-99.6% | $10,009-99.8% | $5,403-99.6% |