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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 | $89,225-81.3% | $133,698-87.5% | $74,478-77.6% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.4%+22.6pp | 67.2%+31.8pp |
| Annual return | 12.54% | 22.76%-10.2pp | 580.90%-568.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,005 | $2,816-64.3% | $4,218-76.2% | $2,626-61.7% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,703-100.0% | $1,946-100.0% |