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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 | $5,862 | $63,346-90.7% | $92,240-93.6% | $70,126-91.6% |
| Participation rate | 78.9% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 13.26% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,012 | $2,471-59.1% | $3,680-72.5% | $2,343-56.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |