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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 | $8,252 | $68,394-87.9% | $94,672-91.3% | $75,177-89.0% |
| Participation rate | 97.7% | 76.1%+21.7pp | 80.8%+16.9pp | 67.2%+30.5pp |
| Annual return | 25.81% | 616.92%-591.1pp | 156.89%-131.1pp | 160.75%-134.9pp |
| Employer contribution / active EE | $1,703 | $2,701-37.0% | $3,673-53.6% | $2,671-36.3% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,222-100.0% | $5,651-100.0% |