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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 | $7,476 | $47,180-84.2% | $149,723-95.0% | $74,473-90.0% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 378.64% | 22.75%+355.9pp | 134.50%+244.1pp | 34.36%+344.3pp |
| Employer contribution / active EE | $2,157 | $1,907+13.1% | $4,821-55.3% | $2,638-18.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |