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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 | $13,124 | $55,470-76.3% | $155,556-91.6% | $74,478-82.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 22.82% | 269.80%-247.0pp | 64.84%-42.0pp | 1370.56%-1347.7pp |
| Employer contribution / active EE | $4,878 | $2,267+115.2% | $4,675+4.3% | $2,626+85.7% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |