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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 | $7,133 | $77,788-90.8% | $119,126-94.0% | $64,728-89.0% |
| Participation rate | 96.5% | 69.4%+27.1pp | 75.8%+20.8pp | 57.9%+38.6pp |
| Annual return | 0.00% | 13.19%-13.2pp | 282.11%-282.1pp | 49.38%-49.4pp |
| Employer contribution / active EE | $0 | $4,031-100.0% | $4,034-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,365-100.0% | $10,693-100.0% | $1,145-100.0% |