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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 | $17,098 | $54,320-68.5% | $67,652-74.7% | $52,331-67.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 65.63% | 6.81%+58.8pp | 6625.40%-6559.8pp | 4.54%+61.1pp |
| Employer contribution / active EE | $725 | $1,544-53.1% | $2,266-68.0% | $1,882-61.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |