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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 | $4,676 | $37,044-87.4% | $71,796-93.5% | $57,658-91.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $4,676 | $720+549.3% | $1,924+143.0% | $1,974+136.9% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |