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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 | $28,836 | $112,932-74.5% | $103,065-72.0% | $74,478-61.3% |
| Participation rate | 86.9% | 80.8%+6.1pp | 80.6%+6.4pp | 67.2%+19.7pp |
| Annual return | 14.56% | 23.24%-8.7pp | 23.95%-9.4pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,574 | $4,881-47.3% | $4,675-44.9% | $2,626-2.0% |
| Participant deferral / active EE | $4,817 | $7,279-33.8% | $6,625-27.3% | $4,350+10.7% |
| Admin fee / account holder | $48 | $1,707-97.2% | $9,349-99.5% | $1,946-97.5% |