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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 | $17,852 | $75,388-76.3% | $123,553-85.6% | $55,727-68.0% |
| Participation rate | 90.9% | 75.7%+15.3pp | 82.3%+8.6pp | 70.9%+20.1pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.21%-119.2pp | 244.94%-244.9pp |
| Employer contribution / active EE | $16,235 | $3,063+430.0% | $4,628+250.8% | $2,078+681.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |