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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 | $29,278 | $101,653-71.2% | $147,080-80.1% | $74,459-60.7% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 0.00% | 8754.98%-8755.0pp | 420.17%-420.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $3,829 | $3,813+0.4% | $4,933-22.4% | $2,626+45.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |