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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 | $23,585 | $99,957-76.4% | $149,730-84.2% | $73,493-67.9% |
| Participation rate | 89.3% | 75.7%+13.6pp | 82.5%+6.8pp | 70.7%+18.6pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,685 | $3,191-47.2% | $4,645-63.7% | $2,270-25.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |