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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 | $15,225 | $56,540-73.1% | $185,849-91.8% | $86,821-82.5% |
| Participation rate | 77.3% | 65.5%+11.8pp | 81.7%-4.4pp | 72.3%+5.0pp |
| Annual return | 19.10% | 118.20%-99.1pp | 122.10%-103.0pp | 97.94%-78.8pp |
| Employer contribution / active EE | $1,102 | $1,844-40.3% | $5,169-78.7% | $2,406-54.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $178 | $150+18.8% | $16,244-98.9% | $170+4.9% |