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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 | $78,483-85.7% | $106,201-89.4% | $74,546-84.9% |
| Participation rate | 81.8% | 72.8%+9.0pp | 75.3%+6.5pp | 67.2%+14.6pp |
| Annual return | 0.00% | 15.94%-15.9pp | 116.26%-116.3pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $12,579 | $2,522+398.8% | $3,170+296.8% | $2,624+379.3% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |