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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 | $9,921 | $55,790-82.2% | $76,667-87.1% | $67,582-85.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 0.00% | 64.45%-64.5pp | 1166.74%-1166.7pp | 378.57%-378.6pp |
| Employer contribution / active EE | $9,921 | $1,810+448.1% | $2,303+330.8% | $2,148+361.9% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,423-100.0% | $142-100.0% |