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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 | $38,655 | $111,491-65.3% | $189,537-79.6% | $86,821-55.5% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 20.68% | 83.50%-62.8pp | 555.34%-534.7pp | 97.94%-77.3pp |
| Employer contribution / active EE | $2,930 | $3,951-25.8% | $6,161-52.4% | $2,406+21.8% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,048-100.0% | $170-100.0% |