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 | $191,317 | $1,557,172-87.7% | $346,182-44.7% | $3,370,408-94.3% |
| Participation rate | 100.0% | 10.0%+90.0pp | 52.1%+47.9pp | 1.2%+98.8pp |
| Annual return | 21.47% | 17.70%+3.8pp | 13.48%+8.0pp | 53.27%-31.8pp |
| Employer contribution / active EE | $53,208 | $40,511+31.3% | $47,067+13.0% | $14,774+260.1% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |