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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 | $307 | $38,006-99.2% | $161,489-99.8% | $89,670-99.7% |
| Participation rate | 100.0% | 55.7%+44.3pp | 78.7%+21.3pp | 71.2%+28.8pp |
| Annual return | 0.00% | 51.85%-51.8pp | 89.72%-89.7pp | 19.66%-19.7pp |
| Employer contribution / active EE | $301 | $1,536-80.4% | $4,268-92.9% | $4,041-92.5% |
| Participant deferral / active EE | $0 | $1,865-100.0% | $5,630-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $16,006-100.0% | $352-100.0% |