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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 | $7,785 | $54,320-85.7% | $67,652-88.5% | $52,331-85.1% |
| Participation rate | 97.8% | 73.6%+24.2pp | 75.7%+22.1pp | 68.1%+29.7pp |
| Annual return | 75.09% | 6.81%+68.3pp | 6625.40%-6550.3pp | 4.54%+70.5pp |
| Employer contribution / active EE | $407 | $1,544-73.7% | $2,266-82.1% | $1,882-78.4% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $527-99.6% | $4,821-100.0% | $592-99.6% |