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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 | $5,422 | $127,481-95.7% | $149,745-96.4% | $90,274-94.0% |
| Participation rate | 99.8% | 78.2%+21.6pp | 82.5%+17.3pp | 73.4%+26.5pp |
| Annual return | 0.00% | 57.78%-57.8pp | 276.72%-276.7pp | 53.97%-54.0pp |
| Employer contribution / active EE | $11,242 | $3,448+226.1% | $4,646+142.0% | $2,523+345.5% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,312-100.0% | $114-100.0% |