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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 | $19,796 | $104,482-81.1% | $159,455-87.6% | $79,393-75.1% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 0.00% | 67.96%-68.0pp | 263.63%-263.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $2,108 | $3,416-38.3% | $4,830-56.4% | $2,428-13.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |