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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 | $8,466 | $62,928-86.5% | $172,753-95.1% | $67,582-87.5% |
| Participation rate | 96.0% | 64.5%+31.6pp | 82.6%+13.4pp | 71.3%+24.7pp |
| Annual return | 0.00% | 30.36%-30.4pp | 803.00%-803.0pp | 378.57%-378.6pp |
| Employer contribution / active EE | $1,469 | $1,636-10.2% | $5,144-71.4% | $2,148-31.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |