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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 | $22,175 | $77,677-71.5% | $109,173-79.7% | $79,391-72.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 373.12% | 23.44%+349.7pp | 25.75%+347.4pp | 116.88%+256.2pp |
| Employer contribution / active EE | $2,839 | $2,798+1.5% | $3,723-23.7% | $2,428+16.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |