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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 | $6,160 | $56,443-89.1% | $83,850-92.7% | $55,725-88.9% |
| Participation rate | 99.2% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.4pp |
| Annual return | 11.51% | 393.67%-382.2pp | 850.92%-839.4pp | 244.93%-233.4pp |
| Employer contribution / active EE | $3,876 | $2,682+44.5% | $3,631+6.8% | $2,078+86.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |