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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 | $59,402-89.4% | $93,654-93.3% | $74,546-91.5% |
| Participation rate | 99.6% | 59.7%+39.9pp | 68.7%+30.8pp | 67.2%+32.4pp |
| Annual return | 33.33% | 81.86%-48.5pp | 133.34%-100.0pp | 1366.03%-1332.7pp |
| Employer contribution / active EE | $2,281 | $1,265+80.3% | $2,421-5.8% | $2,624-13.1% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |