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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 | $1,230 | $58,726-97.9% | $92,240-98.7% | $62,293-98.0% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.5%+18.6pp | 69.5%+25.6pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.29%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,220 | $2,392-49.0% | $3,680-66.9% | $2,042-40.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |