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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 | $13,882 | $102,065-86.4% | $453,569-96.9% | $85,851-83.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 49.35% | 25.44%+23.9pp | 64.43%-15.1pp | 318.63%-269.3pp |
| Employer contribution / active EE | $2,128 | $2,852-25.4% | $4,072-47.7% | $2,565-17.1% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,717-100.0% | $11,214-100.0% | $6,261-100.0% |