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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 | $5,768 | $36,489-84.2% | $80,627-92.8% | $103,590-94.4% |
| Participation rate | 100.0% | 39.1%+60.9pp | 67.0%+33.0pp | 73.3%+26.7pp |
| Annual return | 23.23% | 64.53%-41.3pp | 936.76%-913.5pp | 33.13%-9.9pp |
| Employer contribution / active EE | $90 | $1,018-91.1% | $2,723-96.7% | $3,213-97.2% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $4,443-100.0% | $5,214-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $5,381-100.0% | $114-100.0% |