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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 | $8,092 | $39,245-79.4% | $64,105-87.4% | $52,331-84.5% |
| Participation rate | 94.7% | 58.2%+36.5pp | 68.2%+26.5pp | 68.1%+26.6pp |
| Annual return | 157.19% | 14.79%+142.4pp | 791.24%-634.1pp | 4.54%+152.6pp |
| Employer contribution / active EE | $456 | $736-38.1% | $1,820-75.0% | $1,882-75.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $592-99.3% | $4,499-99.9% | $592-99.3% |