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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 | $4,997 | $37,463-86.7% | $77,096-93.5% | $66,938-92.5% |
| Participation rate | 98.7% | 52.9%+45.8pp | 67.9%+30.8pp | 69.8%+28.9pp |
| Annual return | 52.41% | -3.25%+55.7pp | 42.35%+10.1pp | 1.58%+50.8pp |
| Employer contribution / active EE | $2,621 | $1,535+70.7% | $2,814-6.9% | $2,545+3.0% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |