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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 | $59,467-89.2% | $93,727-93.1% | $74,478-91.4% |
| Participation rate | 92.5% | 59.6%+32.9pp | 68.7%+23.8pp | 67.2%+25.3pp |
| Annual return | 15.17% | 82.14%-67.0pp | 133.83%-118.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $3,019 | $1,267+138.3% | $2,421+24.7% | $2,626+14.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |