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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 | $15,316 | $78,707-80.5% | $117,861-87.0% | $70,126-78.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 47.12% | 23.30%+23.8pp | 335.11%-288.0pp | 73.15%-26.0pp |
| Employer contribution / active EE | $5,906 | $2,223+165.6% | $3,786+56.0% | $2,343+152.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |