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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 | $4,115 | $40,435-89.8% | $80,648-94.9% | $74,473-94.5% |
| Participation rate | 76.7% | 47.4%+29.3pp | 67.0%+9.7pp | 70.7%+5.9pp |
| Annual return | 0.00% | 165.22%-165.2pp | 937.21%-937.2pp | 34.36%-34.4pp |
| Employer contribution / active EE | $2,134 | $1,498+42.5% | $2,724-21.7% | $2,638-19.1% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $721-99.9% | $5,382-100.0% | $347-99.7% |