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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 | $101,591-72.8% | $147,096-81.2% | $74,429-62.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 180.93% | 8746.45%-8565.5pp | 419.75%-238.8pp | 1368.38%-1187.5pp |
| Employer contribution / active EE | $11,692 | $3,813+206.7% | $4,936+136.9% | $2,625+345.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |