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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 | $26,071 | $81,948-68.2% | $90,766-71.3% | $64,824-59.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 0.00% | -12.53%+12.5pp | -12.16%+12.2pp | 32.84%-32.8pp |
| Employer contribution / active EE | $3,267 | $3,067+6.5% | $2,922+11.8% | $2,507+30.3% |
| Participant deferral / active EE | $2,616 | $4,844-46.0% | $4,565-42.7% | $4,311-39.3% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |