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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 | $9,986 | $53,254-81.2% | $155,602-93.6% | $199,874-95.0% |
| Participation rate | 95.0% | 64.1%+30.8pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 29.65% | 41.18%-11.5pp | 64.81%-35.2pp | 34.28%-4.6pp |
| Employer contribution / active EE | $564 | $1,848-69.5% | $4,675-87.9% | $3,036-81.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,923-100.0% | $269-100.0% |