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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 | $1,196 | $28,416-95.8% | $73,545-98.4% | $69,631-98.3% |
| Participation rate | 85.9% | 38.3%+47.6pp | 54.9%+31.0pp | 70.7%+15.3pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $4,107 | $430+854.0% | $1,219+236.9% | $2,032+102.1% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,806-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |