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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 | $13,385 | $33,745-60.3% | $64,105-79.1% | $55,191-75.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | 102.44% | 4.95%+97.5pp | 791.24%-688.8pp | 10.78%+91.7pp |
| Employer contribution / active EE | $386 | $641-39.8% | $1,820-78.8% | $1,899-79.7% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |