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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 | $15,256 | $104,497-85.4% | $159,487-90.4% | $79,389-80.8% |
| Participation rate | 98.1% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 21.47% | 67.98%-46.5pp | 263.71%-242.2pp | 116.89%-95.4pp |
| Employer contribution / active EE | $857 | $3,418-74.9% | $4,831-82.3% | $2,428-64.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |