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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 | $6,043 | $78,562-92.3% | $105,608-94.3% | $74,429-91.9% |
| Participation rate | 95.2% | 72.8%+22.4pp | 75.3%+19.9pp | 67.2%+28.0pp |
| Annual return | 275.41% | 15.94%+259.5pp | 116.50%+158.9pp | 1368.38%-1093.0pp |
| Employer contribution / active EE | $758 | $2,521-69.9% | $3,167-76.1% | $2,625-71.1% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $2,217-99.6% | $11,028-99.9% | $1,944-99.6% |