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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 | $16,140 | $104,497-84.6% | $159,487-89.9% | $79,389-79.7% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 17.22% | 67.98%-50.8pp | 263.71%-246.5pp | 116.89%-99.7pp |
| Employer contribution / active EE | $1,920 | $3,418-43.8% | $4,831-60.3% | $2,428-20.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.9% | $10,804-100.0% | $626-99.9% |