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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 | $14,666 | $96,236-84.8% | $133,698-89.0% | $80,959-81.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 63.29% | 28.74%+34.6pp | 580.90%-517.6pp | 35.67%+27.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,250-100.0% | $6,703-100.0% | $6,925-100.0% |