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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 | $36,020-84.0% | $80,607-92.8% | $103,514-94.4% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.0%+33.0pp | 73.3%+26.7pp |
| Annual return | 23.23% | 63.68%-40.4pp | 936.11%-912.9pp | 33.12%-9.9pp |
| Employer contribution / active EE | $90 | $998-90.9% | $2,724-96.7% | $3,210-97.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $4,448-100.0% | $5,209-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $5,379-100.0% | $114-100.0% |