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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 | $9,642 | $155,795-93.8% | $136,298-92.9% | $69,631-86.2% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 19.25% | 232464.33%-232445.1pp | 5156.27%-5137.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $4,190 | $2,991+40.1% | $4,696-10.8% | $2,032+106.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $6 | $128-95.1% | $9,244-99.9% | $110-94.3% |