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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 | $8,709 | $47,977-81.8% | $154,108-94.3% | $56,289-84.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 91.91% | 3.54%+88.4pp | 735.21%-643.3pp | -9.96%+101.9pp |
| Employer contribution / active EE | $2,109 | $2,169-2.7% | $5,298-60.2% | $2,111-0.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |