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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 | $7,980 | $45,382-82.4% | $154,108-94.8% | $75,289-89.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | 38.44% | -0.47%+38.9pp | 735.21%-696.8pp | -0.04%+38.5pp |
| Employer contribution / active EE | $287 | $1,533-81.3% | $5,298-94.6% | $2,405-88.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |