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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 | $14,559 | $79,209-81.6% | $102,434-85.8% | $74,459-80.4% |
| Participation rate | 91.7% | 74.8%+17.0pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 153.15% | 54.98%+98.2pp | 29.46%+123.7pp | 1369.70%-1216.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,700 | $4,417+29.0% | $5,055+12.8% | $4,350+31.1% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,462-99.9% | $1,945-99.4% |