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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 | $90,170-67.6% | $150,734-80.6% | $69,733-58.1% |
| Participation rate | 99.5% | 60.2%+39.3pp | 78.4%+21.1pp | 62.5%+37.1pp |
| Annual return | 178.97% | 16.56%+162.4pp | 600.81%-421.8pp | 15.22%+163.7pp |
| Employer contribution / active EE | $10,934 | $3,428+218.9% | $4,918+122.3% | $2,250+385.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |