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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 | $29,223 | $88,203-66.9% | $165,100-82.3% | $74,478-60.8% |
| Participation rate | 95.1% | 73.1%+21.9pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 20.89% | 17.13%+3.8pp | 70.21%-49.3pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $1,751 | $2,601-32.7% | $4,348-59.7% | $2,626-33.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |