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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 | $4,921 | $51,620-90.5% | $90,324-94.6% | $65,186-92.5% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 69.75% | 24.94%+44.8pp | 78.15%-8.4pp | 29.39%+40.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,356-100.0% | $847-100.0% |