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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 | $55,472-76.3% | $155,567-91.6% | $74,546-82.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 22.82% | 268.72%-245.9pp | 64.74%-41.9pp | 1366.03%-1343.2pp |
| Employer contribution / active EE | $4,878 | $2,269+115.0% | $4,674+4.4% | $2,624+85.9% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |