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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 | $9,231 | $42,548-78.3% | $74,551-87.6% | $56,289-83.6% |
| Participation rate | 99.5% | 60.5%+39.0pp | 69.1%+30.3pp | 69.9%+29.6pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $9,184 | $855+974.0% | $1,961+368.3% | $2,111+335.0% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |