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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 | $14,971 | $63,768-76.5% | $98,506-84.8% | $79,389-81.1% |
| Participation rate | 96.9% | 69.9%+27.1pp | 73.3%+23.6pp | 70.7%+26.2pp |
| Annual return | 95.50% | 626.18%-530.7pp | 1494.92%-1399.4pp | 116.89%-21.4pp |
| Employer contribution / active EE | $853 | $2,558-66.7% | $2,961-71.2% | $2,428-64.9% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |