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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 | $23,525 | $88,183-73.3% | $107,187-78.1% | $71,012-66.9% |
| Participation rate | 90.2% | 67.5%+22.7pp | 75.0%+15.2pp | 58.6%+31.7pp |
| Annual return | 342.92% | 16.47%+326.5pp | 204.55%+138.4pp | 37.67%+305.3pp |
| Employer contribution / active EE | $2,424 | $3,914-38.1% | $3,782-35.9% | $2,348+3.2% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |