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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 | $8,861 | $86,341-89.7% | $125,195-92.9% | $65,186-86.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 0.00% | 27.44%-27.4pp | 43.79%-43.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $949 | $2,040-53.5% | $3,866-75.4% | $2,177-56.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |