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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 | $92,224-74.5% | $105,223-77.6% | $79,634-70.5% |
| Participation rate | 90.2% | 69.2%+21.1pp | 75.0%+15.2pp | 62.5%+27.8pp |
| Annual return | 342.92% | 88.65%+254.3pp | 180.65%+162.3pp | 36.46%+306.5pp |
| Employer contribution / active EE | $2,424 | $3,965-38.9% | $3,689-34.3% | $2,529-4.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |