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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 | $24,047 | $63,924-62.4% | $108,582-77.9% | $55,167-56.4% |
| Participation rate | 96.2% | 74.3%+21.8pp | 79.6%+16.6pp | 69.0%+27.2pp |
| Annual return | 0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $10,889 | $1,879+479.5% | $3,758+189.7% | $1,963+454.9% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |