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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 | $36,773-99.2% | $189,758-99.8% | $85,660-99.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 79.8%+20.2pp | 74.8%+25.2pp |
| Annual return | 0.00% | 55.47%-55.5pp | 52.62%-52.6pp | 19.52%-19.5pp |
| Employer contribution / active EE | $301 | $1,536-80.4% | $4,767-93.7% | $4,199-92.8% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $20,388-100.0% | $224-100.0% |