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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 | $19,302 | $69,745-72.3% | $67,511-71.4% | $74,546-74.1% |
| Participation rate | 94.3% | 71.3%+22.9pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 16.33% | -40.37%+56.7pp | 3517.41%-3501.1pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $1,675 | $2,705-38.1% | $2,733-38.7% | $2,624-36.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |