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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 | $3,204 | $79,181-96.0% | $102,423-96.9% | $74,429-95.7% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.1pp |
| Annual return | 0.00% | 54.97%-55.0pp | 29.42%-29.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |