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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 | $112,750-74.4% | $103,464-72.1% | $74,546-61.3% |
| Participation rate | 86.9% | 80.9%+6.1pp | 80.5%+6.4pp | 67.2%+19.7pp |
| Annual return | 14.56% | 23.22%-8.7pp | 23.91%-9.3pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,574 | $4,880-47.3% | $4,677-45.0% | $2,624-1.9% |
| Participant deferral / active EE | $4,817 | $7,289-33.9% | $6,624-27.3% | $4,347+10.8% |
| Admin fee / account holder | $48 | $1,702-97.2% | $9,410-99.5% | $1,944-97.5% |