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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 | $6,441 | $59,456-89.2% | $93,681-93.1% | $74,400-91.3% |
| Participation rate | 92.5% | 59.6%+32.9pp | 68.7%+23.8pp | 67.2%+25.3pp |
| Annual return | 15.17% | 82.00%-66.8pp | 133.47%-118.3pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $3,019 | $1,266+138.4% | $2,422+24.6% | $2,624+15.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,290-100.0% | $1,944-100.0% |