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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 | $3,456 | $56,443-93.9% | $83,830-95.9% | $55,725-93.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.21% | 393.67%-387.5pp | 850.97%-844.8pp | 244.93%-238.7pp |
| Employer contribution / active EE | $974 | $2,682-63.7% | $3,631-73.2% | $2,078-53.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |