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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 | $18,979 | $72,177-73.7% | $115,038-83.5% | $59,633-68.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 63.07% | 12.02%+51.1pp | 26.14%+36.9pp | 2041.45%-1978.4pp |
| Employer contribution / active EE | $1,831 | $2,841-35.5% | $4,608-60.3% | $2,203-16.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |