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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 | $16,352 | $44,626-63.4% | $86,216-81.0% | $80,157-79.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | 55.72% | 19.61%+36.1pp | 1169.42%-1113.7pp | 40.39%+15.3pp |
| Employer contribution / active EE | $693 | $1,099-36.9% | $2,382-70.9% | $2,977-76.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,986-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,853-100.0% | $145-100.0% |