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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 | $23,703 | $82,163-71.2% | $125,381-81.1% | $64,819-63.4% |
| Participation rate | 88.3% | 77.9%+10.4pp | 82.4%+5.9pp | 71.5%+16.8pp |
| Annual return | 47.42% | 3.49%+43.9pp | 572.31%-524.9pp | 32.84%+14.6pp |
| Employer contribution / active EE | $1,072 | $3,616-70.3% | $4,815-77.7% | $2,507-57.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $6 | $163-96.0% | $10,007-99.9% | $188-96.6% |