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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 | $16,656 | $89,248-81.3% | $136,007-87.8% | $74,546-77.7% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 12.54% | 22.76%-10.2pp | 579.32%-566.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,005 | $2,838-64.6% | $4,215-76.2% | $2,624-61.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,944-100.0% |