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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 | $6,316 | $59,456-89.4% | $93,669-93.3% | $74,429-91.5% |
| Participation rate | 99.6% | 59.6%+39.9pp | 68.7%+30.8pp | 67.2%+32.3pp |
| Annual return | 33.33% | 82.00%-48.7pp | 133.59%-100.3pp | 1368.38%-1335.1pp |
| Employer contribution / active EE | $2,281 | $1,266+80.2% | $2,424-5.9% | $2,625-13.1% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |