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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 | $27,619 | $101,672-72.8% | $147,117-81.2% | $74,478-62.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 180.93% | 8757.83%-8576.9pp | 420.54%-239.6pp | 1370.56%-1189.6pp |
| Employer contribution / active EE | $11,692 | $3,813+206.6% | $4,932+137.0% | $2,626+345.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |