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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 | $88,087-66.8% | $164,866-82.3% | $74,546-60.8% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 20.89% | 17.27%+3.6pp | 69.97%-49.1pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $1,751 | $2,595-32.5% | $4,343-59.7% | $2,624-33.3% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |