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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 | $29,225 | $80,674-63.8% | $119,126-75.5% | $64,340-54.6% |
| Participation rate | 99.5% | 55.2%+44.3pp | 75.8%+23.8pp | 55.2%+44.3pp |
| Annual return | 178.97% | 26.86%+152.1pp | 282.11%-103.1pp | 24.14%+154.8pp |
| Employer contribution / active EE | $10,934 | $2,564+326.4% | $4,034+171.1% | $1,862+487.3% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |