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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 | $16,784 | $80,748-79.2% | $102,383-83.6% | $74,429-77.4% |
| Participation rate | 99.6% | 65.7%+33.9pp | 74.5%+25.1pp | 67.2%+32.4pp |
| Annual return | 879.88% | 27.57%+852.3pp | 24.94%+854.9pp | 1368.38%-488.5pp |
| Employer contribution / active EE | $5,972 | $3,159+89.0% | $3,870+54.3% | $2,625+127.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |