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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 | $7,606 | $89,225-91.5% | $133,698-94.3% | $74,478-89.8% |
| Participation rate | 76.2% | 69.4%+6.8pp | 76.4%-0.2pp | 67.2%+9.0pp |
| Annual return | 17.10% | 22.76%-5.7pp | 580.90%-563.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,703-100.0% | $1,946-100.0% |