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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 | $22,330 | $63,924-65.1% | $108,582-79.4% | $55,167-59.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 27.90% | 15.31%+12.6pp | -51.70%+79.6pp | 169.23%-141.3pp |
| Employer contribution / active EE | $3,402 | $1,879+81.0% | $3,758-9.5% | $1,963+73.3% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $618-99.9% | $7,645-100.0% | $504-99.9% |