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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 | $13,751 | $59,220-76.8% | $96,570-85.8% | $79,391-82.7% |
| Participation rate | 81.4% | 61.9%+19.5pp | 69.8%+11.5pp | 70.7%+10.7pp |
| Annual return | 378.90% | 27.08%+351.8pp | 37.79%+341.1pp | 116.88%+262.0pp |
| Employer contribution / active EE | $1,471 | $1,216+20.9% | $2,357-37.6% | $2,428-39.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |