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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 | $18,353 | $59,456-69.1% | $93,669-80.4% | $74,429-75.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.04% | 82.00%-69.0pp | 133.59%-120.6pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,167 | $1,266-7.8% | $2,424-51.9% | $2,625-55.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $3,026-99.9% | $8,291-100.0% | $1,944-99.8% |