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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 | $15,079 | $93,617-83.9% | $135,982-88.9% | $75,177-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 100.80% | 30.89%+69.9pp | 68.32%+32.5pp | 160.75%-60.0pp |
| Employer contribution / active EE | $10,892 | $3,538+207.8% | $4,859+124.2% | $2,671+307.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4 | $6,980-99.9% | $10,767-100.0% | $5,651-99.9% |