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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 | $10,096 | $45,719-77.9% | $96,171-89.5% | $93,010-89.1% |
| Participation rate | 92.8% | 45.8%+46.9pp | 68.4%+24.3pp | 73.9%+18.9pp |
| Annual return | 58.95% | 3211.95%-3153.0pp | 192.04%-133.1pp | 158.70%-99.8pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,799-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,350-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $5,538-100.0% | $152-100.0% |