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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 | $11,231 | $78,607-85.7% | $105,624-89.4% | $74,478-84.9% |
| Participation rate | 81.8% | 72.8%+9.0pp | 75.3%+6.5pp | 67.2%+14.5pp |
| Annual return | 0.00% | 15.96%-16.0pp | 116.20%-116.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $12,579 | $2,523+398.5% | $3,168+297.1% | $2,626+379.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |