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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 | $3,012 | $63,342-95.2% | $92,235-96.7% | $70,131-95.7% |
| Participation rate | 95.4% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.9pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,874 | $2,471+16.3% | $3,679-21.9% | $2,342+22.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |