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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 | $4,722 | $21,965-78.5% | $59,496-92.1% | $59,188-92.0% |
| Participation rate | 99.1% | 32.6%+66.6pp | 54.6%+44.6pp | 69.4%+29.7pp |
| Annual return | 0.00% | 22.15%-22.1pp | 182.05%-182.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,681 | $316+1379.3% | $1,153+306.0% | $2,098+123.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $1,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $74-100.0% | $2,232-100.0% | $92-100.0% |