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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 | $16,030 | $100,801-84.1% | $149,745-89.3% | $73,412-78.2% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.0pp | 72.2%+26.3pp |
| Annual return | 20.26% | 265.34%-245.1pp | 276.72%-256.5pp | 59.30%-39.0pp |
| Employer contribution / active EE | $1,927 | $3,312-41.8% | $4,646-58.5% | $2,234-13.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $181-97.6% | $9,312-100.0% | $158-97.2% |