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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 | $9,216 | $80,763-88.6% | $102,412-91.0% | $74,459-87.6% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $35,022 | $3,160+1008.4% | $3,870+805.0% | $2,626+1233.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |