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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 | $6,812 | $41,647-83.6% | $96,192-92.9% | $86,821-92.2% |
| Participation rate | 98.6% | 50.3%+48.3pp | 68.4%+30.1pp | 72.3%+26.3pp |
| Annual return | 0.00% | 27.24%-27.2pp | 192.09%-192.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $13,377 | $1,328+907.2% | $2,799+377.9% | $2,406+456.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,351-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,539-100.0% | $170-100.0% |