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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 | $2,192 | $50,666-95.7% | $76,667-97.1% | $65,186-96.6% |
| Participation rate | 98.9% | 68.8%+30.1pp | 72.1%+26.8pp | 70.2%+28.7pp |
| Annual return | 57.01% | 28.51%+28.5pp | 1166.74%-1109.7pp | 29.39%+27.6pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $463-100.0% | $6,423-100.0% | $847-100.0% |