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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 | $24,324 | $104,336-76.7% | $159,487-84.7% | $86,821-72.0% |
| Participation rate | 96.0% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.7pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.71%-263.7pp | 97.94%-97.9pp |
| Employer contribution / active EE | $4,717 | $3,451+36.7% | $4,831-2.4% | $2,406+96.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |